Service Representative

Job Description

Job Description:

Job Description

We are seeking a Service Representative to join our HTK team. In this role, you will provide prompt, courteous, and accurate service to financial professionals, their assistants, and Field Offices regarding 1847Financial | HTK products, services, and processes.

This is a customer-focused position that emphasizes responsiveness, learning, and collaboration. You will contribute to building strong service relationships while developing your expertise in HTK operations, policies, and systems.

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 phone and email support to HTK Financial Professionals, assistants, and Field Office personnel in a professional and timely manner
• Maintain service standards for responsiveness, accuracy, and customer satisfaction
• Deliver accurate information about HTK business processing, forms, and requirements
• Assist in tracking service inquiries and ensuring timely communication back to the field
• Educate financial professionals and assistants on the use of self-service tools, such as clearing firm platforms and proprietary websites
• Support adherence to HTK policies and procedures by explaining basic operational processes
• Collaborate with internal teams to resolve service requests and inquiries
• Escalate complex or unusual issues to senior team members as needed
• Contribute to team initiatives and participate in learning opportunities
• Complies with all company and site policies and procedures
• Remains current in profession and industry trends
• Successfully completes regulatory and job training requirements
• Performs other duties as assigned

Knowledge, Skills and Abilities

• Strong customer service orientation with a professional demeanor
• Effective verbal and written communication skills
• Basic to intermediate knowledge of Microsoft Excel and other standard office tools
• Interest in developing a deeper understanding of financial services and HTK platforms
• Ability to follow established procedures and guidelines
• Collaborative and willing to learn from others
• Highly attentive to detail and accuracy
• Ability to prioritize tasks in a fast-paced environment

Education & Experience

• College degree or equivalent experience preferred
• 1–3 years of customer service experience, ideally in financial services or a professional services setting
• Exposure to or interest in brokerage operations, Pershing platforms, or NetExchange Pro a plus
• Experience with DST Vision a plus

Licenses

• FINRA Securities Industry Essentials (SIE) preferred or willingness to obtain
• Series 99 license not required but encouraged over time

Base salary range: $50,000 – $60,000

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, visitwww.pennmutual.com.

Penn Mutual is committed toEqual 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.

Originally posted on Himalayas