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FINRA Licensed Customer Service Associate
Job Summary
A company is looking for a Financial Customer Service Professional to join their remote team.
Key Responsibilities
- Provide excellent service for customers' retirement savings accounts within a call center environment
- Educate customers on plan updates and process account changes as directed
- Participate in training to obtain FINRA Series 6 & 63 licenses
Required Qualifications
- Availability to work a 40-hour week, including occasional Saturdays
- Associate's degree or higher AND at least one year of customer service experience, or two or more years of customer service experience
- Ability to work overtime as needed based on business requirements
- Fluency in both English and Spanish is preferred
- Financial Services or call center experience is a plus
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COMPLETE JOB DESCRIPTION
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