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Customer Service Representative
Waddell & Reed Financial, Inc.

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Customer Service Representative

Waddell & Reed Financial, Inc.

Job Summary

$10-15 per hour
Job Type
Full-time, Part-time, Remote
Job Last Posted
Job posted 9 days ago
Job Role
Customer Services
Employer's Industry
Finance & Legal, Sales & Marketing
Job Schedule
Weekdays, Mornings, Afternoons, Evenings

Job Description

 Job Responsibilities:

  • Cultivates and maintains on-going customer relationships.
  • Uses computerized system for tracking, information gathering, and/or troubleshooting.
  • Ensures customers receive the best service possible through processing orders, preparing general correspondence, and coordinating with other functions as required.
  • Acts as customer contact regarding pricing and scheduling.
  • Handles customer calls/correspondence for service, scheduling, and billing inquiries.
  • Communicates with branch personnel and customers to resolve service and scheduling issues.
  • Initiates outbound customer service calls for various campaigns.
  • Handles tech line support.

Job Requirements

  • Bachelors Degree
  • 2 years clerical or customer service experience preferred
  • Ability to use a Macintosh
  • Basic knowledge of Microsoft Word, Excel, and Macintosh
  • Ability to type 45 wpm
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to work in a stressful, fast-paced environment
  • Good problem-solving skills
  • Monday through Friday schedule with occasional on-call duties (additional compensation provided)
  • Must have a proven track record of keeping job positions for an extended length of time.
  • Excellent Attendance Record Job Type: Full-time Salary: $10.00 to $15.00 /hour Pay may depend on skills and/or qualifications Job Type: Full-time Salary: $10.00 to $15.00 /hour Experience:
  • Excellent Multi-Tasker: 1 year (Preferred)
  • Call Center: 1 year (Preferred)
  • Ordering Lifts: 1 year (Required)
  • Dispatching Techs: 1 year (Required)
  • customer service: 1 year (Required)


  •  High school diploma or equivalent required.  (Preferred)

Application Question:

  • Work in a Small Office Environment

Work Location:

  • One location


  • Health insurance
  • Retirement plan
  • Paid time off

Work environment:

  • Office

Communication method(s) used:

  • Email
  • Phone

Job Duties:

  • Answer incoming customer inquiries
  • Collaborate with management teams to stay updated on new products, services, and policies
  • Record customer information within our customer service database
  • Engage with clients in a friendly and professional manner while actively listening to their concerns
  • Offer support and solutions to customers in accordance with the company's customer service policies
  • Other duties as requested


  • Monday to Friday


 Company's Web page: 

Business Overview

Our Story

 Waddell & Reed prevails competitively in a constantly evolving industry, reinventing while remaining true to the tenets that have shaped us, and always respecting what advisors value most: 

Why Work With Us?

We feel the strength of our company develops from three key elements: a collaborative, risk management-focused culture in our Investment Management Division; a balanced distribution model; and our experienced executive management team

Team Size

101+ team members


Culture & Perks

Employee Owned
Health Benefits
Retirement Benefits
Community Oriented
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