Financial Services Representative - Hiring for February 2026

Ventura, CA, USA|Onsite

Job Overview

Employment Type

Full-time

Compensation

Type:

Salary

Rate:

Range $52,000.00 - $54,000.00

Work Schedule

Standard Hours

Benefits

Medical insurance

Dental Insurance

Vision Insurance

401k Company Match

Discretionary profit sharing

Paid Time Off

valet parking

Job Description

PlanMember Financial Corporation is a well-established financial services firm headquartered in the scenic town of Carpinteria, California. With over three decades of experience, PlanMember has built a strong national presence by providing premier retirement and investment services to a diverse clientele that includes individual investors, as well as employees from education, nonprofit, governmental, and private sector organizations. Known for its fee-based broker-dealer model, PlanMember has consistently been recognized as a top-ranked firm since 2004, particularly excelling in acquiring new retirement plans and serving K-12 retirement plans. This commitment to excellence is backed by a company culture that emphasizes career growth,... Show More

Job Requirements

4-year college degree any major
desire and curiosity to learn the financial services industry
previous experience with customer services a plus
previous experience in a service center a plus

Job Qualifications

4-year college degree any major
a desire and curiosity to learn the financial services industry
previous experience with customer services a plus
previous experience in a service center a plus

Job Duties

Answer client inbound calls and or transfer calls requested
gather information as it relates to clients inquiries
place outgoing calls as required no cold calls
perform routine or assigned follow up tasks
provide exceptional service to clients
handle return mail inquiries
once proficient in the service center, work with new hires as a buddy for training
refer daily support questions to more tenured employees
process transactions and provide info relating to client accounts
position includes comprehensive SIT training for the first 8 weeks of employment
answer retail help queue calls
communicate training and coaching to management
peer call monitoring and reviewing
assist with maintaining and updating knowledgebase

Job Qualifications

Experience

Entry Level (1-2 years)

Job Location

We didn't receive the exact location for this job posting,

please contact the employer.

You may be also interested in: