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. , • Field telephone calls and customer inquiries, addressing and resolving customer issues. , • Support service delivery for multiple products using various systems. , • Communicate with account holders, providers, plan participants, and field partners to answer questions and process transactions. , • Follow departmental processes to process transactions and provide information and solutions to customers. , • 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. , • Previous customer service experience required. , • Intermediate or above level proficiency with computer skills, Microsoft Office products, and typing required. , • FINRA Series 6 or 7 registration desired, but not required. Nice-to-haves • Experience in financial services or related fields. Benefits • 401(k) matching , • Adoption assistance , • Dental insurance , • Employee assistance program , • Health insurance , • Health savings account , • Paid parental leave , • Tuition Reimbursement and Assistance , • Incentive Program Bonuses , • Flexible Hybrid work , • Thrive Days - Personal time off , • Paid time off (PTO) , • Medical, Dental, Vision benefits , • Well-being programs with financial rewards , • Professional development programs , • Leadership development programs , • Employee resource groups , • StrengthsFinder Program , • Matching donations program , • Paid volunteer time - 8 hours per month , • Generous paid maternity leave and paternity leave , • Fertility, surrogacy, and adoption assistance , • Backup child, elder and pet care support Apply Job!