FINRA Certified Service Representative

Job Summary

A company is looking for a FINRA Certified Service Representative (Remote).

Key Responsibilities

• Provide service via inbound contact center and respond to complex customer inquiries
• Perform account updates and maintain accurate documentation of inquiries
• Assist with day-to-day operations and support training for less experienced staff

Required Qualifications

• High school diploma or G.E.D
• Two or more years of customer service experience in financial, investment, insurance, or banking sectors requiring FINRA certification
• Experience with organizational functions and telephone technology
• Proficiency in help desk software
• FINRA 6 or 7 minimum Certification required at hire