Sr. Service Representative

Job Description:

Position Overview

We are looking for a Senior Service Representative to join our HTK team. Responsible for providing prompt, courteous, and efficient service to producers and Field Offices on HTK products, services, processes, and paperwork.

We’ve embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.

Responsibilities

• Provide dedicated support via phone and email to HTK Financial Professionals, assistants and field office personnel in an efficient and accurate manner

• Maintain service standards for quality customer service, turnaround time, accuracy, and follow up

• Provide information to Financial Professionals, assistants, and other field office personnel regarding processing HTK business

• Responsible for researching items by accepting inquiries from the field, tracking results, and assuring the field receives communication regarding the status and / or completion of the request

• Provide education to HTK financial professionals, assistants, and field office personnel on the tools available to obtain requested information through such things as our clearing firm platform, proprietary websites, and other materials

• Effectively explain to field personnel HTK’s policies and procedures for conducting business

• Act as liaison between Pershing and the field

• Handle more complex and escalated issues

• Represent HTK Operations at departmental meetings

• Provide project level support as needed

• Other projects and duties as assigned

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Skills and Abilities

• Strong customer service orientation
• Excellent organizational, communication, and computer skills
• Working knowledge of Microsoft Excel
• Knowledge and understanding of the financial services industry, and of general market trading practices
• Highly resourceful with the ability to look beyond the obvious
• Excellent relationship and collaborative skills
• Detail-oriented
• Demonstrates independent thinking
• Recommends and facilitates process changes to continuously improve the customer experience
• Ability to work as a team player, take initiative, and make decisions
• Demonstrated ability to work unsupervised

Education

• College degree or equivalent experience strongly Preferred

Experience

• 3-5 Years of customer service experience working in a financial setting and / or trading desk experience required
• Experience with Pershing products, procedures, and NetExchange Pro system
• Experience with DST Vision preferred

Licenses

• FINRA Securities Industry Essentials (SIE) preferred
• FINRA Series 99 license preferred

Base Salary Range : $65,000 - $75,000

For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.