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Customer Service Specialist

Securities America, Inc. La Vista, NE

Job Description

Securities America is currently looking for a service minded individual with a positive attitude who enjoys problem solving and meeting the needs of our advisor base. The Rep Relations Specialist supports the needs of Securities America’s registered representatives via inbound calls and plays a crucial role in helping us develop solid and lasting relationships.


Role & Responsibilities

  • Answer registered representative questions via telephone or email
  • Process research/problem inquiries
  • Coordinate with other departments to resolve issues and prevent problems / errors
  • Act as liaison between representative, mutual fund and insurance companies


  • Enjoy communicating with co-workers, customers, and business contacts in a courteous and professional manner
  • 3 years previous customer service and/or securities/financial related experience preferred
  • College level courses in business/finance strongly preferred
  • Knowledge of general securities industry terminology and practices is a plus
  • Strong organizational skills, attention to detail and ability to work under pressure
  • Proven analytical skills with ability to investigate, research and problem solve
  • Ability to organize, prioritize, and handle multiple tasks
  • Skilled in utilizing various software packages such as Microsoft Office & Outlook
  • Excellent oral and written communication skills

Employee development and training is at the heart of our corporate culture with tuition reimbursement as well as our internal University, development programs and licensing support. We understand people are our biggest asset and we encourage everyone to contribute ideas and suggestions. We offer a competitive wage with bonus and growth opportunities, excellent benefit package, convenient southwest Omaha location right off the interstate, and free parking.



Job Details

Date Posted January 18, 2019
Date Closes February 17, 2019
Address 12325 Port Grace Blvd
Located In La Vista, NE
Department Rep Relations Center
Job Type Full-time Employee
Compensation Hourly Wage, $15.50
Experience Level Entry Level (0-2 yrs. experience)
Shift Custom
Mon: 10:30 am to 7 pm
Tue: 10:30 am to 7 pm
Wed: 10:30 am to 7 pm
Thu: 10:30 am to 7 pm
Fri: 10:30 am to 7 pm
Hours 40 hours per week
Start Date Immediately
Positions Available 4
SOC Category 43-4051.00 Customer Service Representatives
Zipcode 68128
Name Human Resources
Address 12325 Port Grace Boulevard
City, State and Zip LaVista, NE 68128
Phone 1-800-747-6111
FAX 402-384-7589

This job offers the following benefits

  • 401(k) Retirement Savings Plan
  • Dependent-Care Spending Accounts
  • Flexible Spending Accounts
  • Health-Care Spending Accounts
  • Accidental Death and Dismemberment
  • Dental
  • Dependent Life Insurance
  • Employee Assistance Program (EAP)
  • Life Insurance
  • Long-Term Disability
  • Maternity / Paternity / Family Leave
  • Medical
  • Prescription Drug Plan
  • Short-Term Disability
  • Vision
  • Voluntary Life Insurance
  • Bereavement Pay
  • Casual Dress
  • Continuing Education Program
  • Dry Cleaning / Laundry
  • Employee Referral Program
  • Fitness Classes
  • Free Parking
  • Health Fair
  • Holiday Party
  • Massage Therapy
  • Nursing Facilities
  • Paid Holidays
  • Paid Vacations
  • Tuition Reimbursement
  • Wellness Program
  • Bonus Plan
  • Merit Increases

This job requires the following skills

  • Customer Service
  • Phone Receptionist
  • Microsoft - Excel
  • Microsoft - Outlook
  • Microsoft - Word
  • Computer Usage
  • Positive Attitude
  • Strong Time Management
  • Strong Work Ethic
  • Microsoft Office

This job is related other jobs in these career categories

At a Glance
Enjoy these benefits
  • 401(k) Retirement Savings Plan
  • Dependent-Care Spending Accounts
  • Flexible Spending Accounts
  • Health-Care Spending Accounts
  • Accidental Death and Dismemberment
  • And More ...