Customer Service Specialist (Broker Dealer)

About the position

The Customer Service Specialist (Broker Dealer) at Ameritas is responsible for managing day-to-day interactions with financial professionals and addressing service-related inquiries. This role involves fielding telephone calls and customer inquiries, resolving issues related to financial products, and ensuring compliance with regulatory standards. The position offers a hybrid work environment, allowing for flexibility in work location.

Responsibilities
• Handle day-to-day interactions with financial professionals and respond to service-related inquiries.
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• Field telephone calls and customer inquiries, addressing and resolving customer issues.
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• Support service delivery for multiple products using various systems.
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• Communicate with account holders, providers, plan participants, and field partners to answer questions and process transactions.
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• Follow departmental processes to process transactions and provide information and solutions to customers.
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• Maintain a broad understanding of financial services products, industry terms, and product-related statements.

Requirements
• Associate degree or equivalent combination of education and experience required.
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• Previous customer service experience required.
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• Intermediate or above level proficiency with computer skills, Microsoft Office products, and typing required.
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• FINRA Series 6 or 7 registration desired, but not required.

Nice-to-haves
• Experience in financial services or related fields.

Benefits
• 401(k) matching
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• Adoption assistance
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• Dental insurance
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• Employee assistance program
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• Health insurance
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• Health savings account
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• Paid parental leave
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• Tuition Reimbursement and Assistance
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• Incentive Program Bonuses
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• Flexible Hybrid work
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• Thrive Days - Personal time off
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• Paid time off (PTO)
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• Medical, Dental, Vision benefits
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• Well-being programs with financial rewards
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• Professional development programs
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• Leadership development programs
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• Employee resource groups
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• StrengthsFinder Program
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• Matching donations program
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• Paid volunteer time - 8 hours per month
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• Generous paid maternity leave and paternity leave
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• Fertility, surrogacy, and adoption assistance
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• Backup child, elder and pet care support

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