• Job Description

  Req#: R-26944
  Employer Industry: Human Resources and Technology Solutions
  
  Why Consider this Job Opportunity:
  - Competitive total rewards package, including a base salary ranging from $55,800 to $88,500 per year
  - Opportunity for growth and advancement within a global organization
  - Flexible working arrangements and recognition as a "Top 100 Company for Remote Jobs"
  - Comprehensive benefits package, including health coverage options, retirement plans, and leave policies
  - Commitment to diversity, equity, and inclusion, fostering an inclusive and supportive work environment
  - Emphasis on personal and professional development through continuing education and training
  
  What to Expect (Job Responsibilities):
  - Manage and oversee the delivery of customer service by Investment Advisor Representatives
  - Support AFA team managers and advisors in assisting members in a managed account program and providing financial education counseling
  - Monitor and maintain Service Level agreements and provide updates to leadership and clients
  - Collaborate with client relationship managers, providing statistics and participating in client meetings
  - Develop and implement supervisory procedures for Advisory Services, ensuring compliance with regulatory requirements
  - Serve as an escalation point and liaison between sub-advisors, corporate clients, and members
  - Deliver training to Advisor Representatives in partnership with sub-advisors and clients
  - Implement measurement and reporting systems to ensure high levels of customer satisfaction
  - Continuously improve client service delivery and processes
  - Review and enhance tools used by Investment advisors
  - Contribute to the growth strategy of Financial Wellness Services and products
  
  What is Required (Qualifications):
  - 5+ years of experience in the financial services/401k benefits arena
  - Team management experience in a call center environment
  - Proficiency in managing and coaching others for a minimum of 3 years
  - Experience in creating and maintaining audit and compliance procedures for at least 2 years
  - Experience handling call escalations and complaints for at least 2 years
  - Series 65 or 66 securities licenses required; Series 7, CFP preferred
  - Advanced knowledge of mutual funds and employer-sponsored retirement plans
  - Intermediate knowledge of Plan Participant Managed Accounts and investment advice regulations
  - Intermediate knowledge of overall financial management
  - Spanish speaking skills are a plus, but not required
  - Undergraduate degree or equivalent years of industry experience
  
  How to Stand Out (Preferred Qualifications):
  - 0-2 years of experience as an Rx Technician or Customer Service Representative in a healthcare-related service
  
  #HumanResources #TechnologySolutions #CareerOpportunity #CompetitivePay #FlexibleWorking
  
  We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
  We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.

• About the company

  Alight Solutions is an Information technology and consulting company based in Lincolnshire, Illinois.

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