Penn Mutual · 10 hours ago
Sr. Service Representative
United States
Full-time
Remote
Mid, Senior Level
$65K/yr - $75K/yr
5+ years expPenn Mutual is a company that has been empowering individuals and businesses for over 175 years to achieve their financial goals. They are seeking a Senior Service Representative who will provide dedicated support to HTK Producers and Field Management, manage trading activities, and cultivate service relationships.
Financial ServicesInsurance
Responsibilities
Provide dedicated support via phone and email to HTK Producers and Field Management in an efficient and accurate manner
Execute and approve equity, option, fixed income, and mutual fund trades via the Pershing NetExchange Pro platform
Provide equity quotes and inventories of fixed income products to financial representatives
Provide information to producers and other field office personnel regarding processing HTK business
Review service reports to assure the timely resolution of outstanding service requests
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 Producers and Field Management on the tools available to obtain requested information through such things as our clearing firm platform, proprietary websites, Producers Guides, and other materials
Effectively explain to field personnel HTK’s policies and procedures for conducting business
Act as liaison between Pershing and the clearing firm
Handle more complex and escalated issues
Represent HTK Operations at departmental meetings
Provide 1:1 training to visiting Field Office staff on the trading process
Provide project level support as needed
Other projects and duties as assigned
Qualification
Required
5-7 Years of customer service experience working in a financial setting and / or trading desk experience Required
FINRA Series 7 within 60 Days Required
Preferred
College degree or equivalent experience strongly Preferred
Experience with Pershing products, procedures, and NetExchange Pro system Preferred
Experience with DST Vision Preferred
FINRA Series 24 license Preferred
Company
Penn Mutual
Penn Mutual helps individuals and families do more in life by creating solutions that deliver the complete value of life insurance.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
David O'Malley
President and CEO
Marianne Cumming
Vice President, Chief Medical Director
Recent News
2025-11-03
2025-09-15
Company data provided by crunchbase