Individual Investor Trainee
Handle inbound contacts from internal and/or external clients applying some advanced skills and procedures to provide a high level of value and service to the client of investment related products. College Degree or equivalent or four years of directly related customer service work experience required. Series 6 registration required within 6 months. Series 7, 63, 65 and/or 66 may be required.
Individual Investor Specialist II
Handle inbound contacts from internal and/or external clients applying advanced skills and procedures to provide a high level of value and service to the client of investment related products. College Degree or equivalent required. Series 6 required within 6 months. Series 7, 63, 65 and/or 66 may be required.
Individual Investor Specialist III
Receive inbound contacts from internal and/or external clients. Duties will reflect variety and complexity. Assignments will be varied requiring some originality and ingenuity. Serve as informal leader, assisting with complex or escalated situations. College degree or equivalent required, plus one to three yrs of experience. Series 6 required within six months. Series 7, 63, 65 and/or 66 may be required.
Training Associate
Conduct training activities, including the development and implementation of training materials. Bachelor's degree or equivalent experience, plus two to four years related work experience. Series 6 or 7 may be required.
Quality Specialist
Regularly analyze, communicate and document results of call and email reviews of team members to ensure service goals are being met. Provide coaching and mentoring to team members and offer expertise to answer questions from staff. Bachelor's degree or equivalent experience, plus two to four years related experience. Series 6 certification required within 6 months. Series 7 certification may be required. Bilingual language skills may be required.
Contact Center Workforce Planning Management Analyst
Forecast and plan assigned contact center workload schedules and respective workforce resources. Analyze historical information about call volumes and handle times to prepare work schedules that achieve desired service levels. Bachelor’s degree or equivalent work experience, plus four to six years developing forecasts and schedules.