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Banner of Tailored Management Services Inc company

Financial Services Representative - Public Retirement

Tailored Management Services Inc Troy, NY (Onsite) Full-Time
Financial Services Representative - Public Retirement
Pay
: $19/hr; Paid weekly
Location: 385 Jordan Rd., Troy, NY 12180
Work Environment: Onsite
Start Date: 10/20/2025
Schedule:
  • Training: First 2 weeks; 8am start
  • 38.75 hour/week; 8-hour shifts between 8am - 8pm EST (Saturday schedule 9am - 6pm EST)
  • 5 days per week Monday - Saturday - *MUST be available on Saturday*

Details:
  • In this role you will be receiving inbound calls and assisting customers with assigned products questions
  • Updating Account information
  • Assisting customers with password resets, contribution confirmations, and account balance questions
  • Assisting with transactions and taking out loans from their accounts
Requirements:
  • This is a position requires excellent phone skills and excellent computer skills
  • The employee must have the ability to deliver friendly customer service while talking on the phone and working through computer systems simultaneously
  • An Associate or Bachelor's degree is highly preferred
Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.

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Job Snapshot

Employee Type

Full-Time

Location

Troy, NY (Onsite)

Job Type

Other

Experience

Not Specified

Date Posted

09/02/2025

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