Financial Services Representative - Hiring for August 2026

Summary: PlanMember Financial Corporation is a growing financial services firm headquartered in Carpinteria, California, serving clients nationwide. They are seeking a Financial Services Representative to provide excellent service to clients by answering calls, resolving issues, and participating in a comprehensive training program for the Financial Industry. Responsibilities: - Answer Client inbound calls and or transfer calls requested - Gather information as it relates to clients inquires - Place outgoing calls (as required (no cold calls) - Perform routine/assigned follow up tasks - Provide exceptional service to Clients - Handle Return Mail Inquiries - Once proficient in the Service Center, work with New Hires as a "Buddy" for training - Refer daily support questions to more tenured employees - Process transactions and provide info relating to client accounts - Position Includes comprehensive SIT training for the first 8 weeks of employment - Answer retail Help Queue Calls - Communicate training and coaching to management - Peer call monitoring and reviewing - Assist with maintaining and updating Knowledgebase. (PlanMember’s policies and procedures) Required Qualifications: - 4-year college degree (any major) - A desire and curiosity to learn the financial services industry - Previous experience with customer services a plus - Previous experience in a service center a plus - Required to obtain FINRA Licenses SIE and Series 6 within 6 months of hire - Ability to learn and proficiently use internal computer systems and all related department software and technical tools - Proficient in Microsoft Word and Excel - Strong listening skills (attentive, active, and objective) - Clear, articulate verbal communication - Conflict management - Maintain composure under stress - Ability to ask probing questions - Respond to customers in a confident, cooperative and professional manner - Team Player - Ability to relate to others in a respectful, cooperative manner - Ability to research and analyze information (Analytical Thinking) - Time management - Ability to multi-task without errors - Composure and Resiliency - Accountable/Reliable/Self Motivated/Efficient - Service and Detail Oriented - Accountability Required Skills: FINRA SIE License, FINRA Series 6 License, Microsoft Word, Microsoft Excel, Financial Services Industry Knowledge, Interpersonal Dynamics, Active Communication Benefits: Licensing Incentive Program that provides salary incentives based on the successful passing of FINRA exams to secure the SIE and FINRA Securities Licenses 6, & 7, Medical, dental and vision, 401k company match, Discretionary profit sharing, PTO, Valet parking