Field Service Consultant (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Field Service Consultant (Financial Services): Delivering end-to-end operational support for Field Representatives and Agency Staff with an accent on compensation, credentialing, and payroll. Focus on resolving moderately complex inquiries independently and optimizing service delivery in a high-volume contact center.
Location: Onsite in Springfield, Massachusetts
Salary: $62,600–$82,100
Company
is a stable, ethically-driven financial services corporation providing industry-leading pay and benefits.
What you will do
- Handle high-volume inbound calls and emails for Field Representatives and Agency Staff.
- Resolve inquiries related to compensation, credentialing, benefits, and payroll.
- Apply established workflows and subject-matter knowledge to ensure first-inquiry resolution.
- Collaborate with peers to refine service standards and drive continuous improvement.
- Contribute to small-scale projects and identify process efficiency opportunities.
Requirements
- High School Diploma or equivalent.
- 2+ years of customer service or contact center experience.
- 1+ years of experience managing high-volume inbound communications meeting productivity metrics.
- Ability to pass a non-registered fingerprint background check for FINRA qualification.
- Must be based in Springfield, Massachusetts.
Nice to have
- Bachelor's Degree.
- 3+ years of experience in the financial services industry.
- Experience supporting field partners, advisors, or agents in Agency or Firm Operations.
Culture & Benefits
- Industry-leading pay and comprehensive benefits.
- Strong and stable ethical business environment.
- Access to diverse Business Resource Groups (LGBTQIA+, women, veterans, etc.).
- Professional development via Degreed and other learning platforms.
- Regular 1:1s and structured support from management.
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