FINRA Licensed Call Center Representative
Job Summary
Providing high-quality support to clients, the full-time FINRA Licensed Call Center Representative will assist with complex inquiries, account maintenance, and financial service transactions while working remotely.
Key responsibilities
- Respond to complex customer inquiries and ensure timely resolution or appropriate escalation
- Perform account updates, maintenance, and transaction processing while maintaining compliance with service standards
- Collaborate with team members and management to resolve service issues and improve customer experience
Required qualifications
- High school diploma or GED
- Minimum 2 years of customer service experience in a call center environment
- Life insurance experience is required
- Prior experience in financial services or investment services where FINRA certification was required
- FINRA Series 6 or Series 7 license required at the time of hire
Complete Job Description
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