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PlanMember Financial

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Service Center Representative - Service Center Representative PlanMember Financial Employee Review

2.0
May 5, 2021
Recommend
CEO approval
Business Outlook

Pros

Licenses, good location, coworkers, experience.

Cons

Poor management. Understaffed/overworked. Dealing with annoyed clients/advisors all day. Marginal pay. Focus on blame instead of solutions.

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PlanMember Financial Response
4y
Our Securities Industry Training program (SIT) provides 8 weeks of Industry and Company training to help prepare our employees for their call work. We have two full-time trainers and four call center managers to assist, support and teach the phone service representatives daily. We certainly acknowledge the challenges of customer service phone center work; it can be exhausting, especially calls with dissatisfied and/or obstinate callers. However, business learning is accelerated by learning to be proficient with these client calls and is essential in providing the skills and credentials for these employee’s future advancement within PlanMember, or elsewhere in the industry.

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4.0
Jun 12, 2026
Recommend
CEO approval
Business Outlook

Pros

Friendly work culture by beach

Cons

None that I can think of

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