FINRA Licensed Customer Service Associate

Job Summary

A company is looking for a Financial Customer Service Professional to support customers in managing their retirement savings accounts.

Key Responsibilities

• Provide excellent service within the call center for customers' retirement savings accounts
• Educate customers on plan updates and process account changes as directed
• Participate in training and obtain FINRA Series 6 & 63 licenses

Required Qualifications

• Availability to work a 40-hour week, including outside traditional business hours
• Associate's degree or higher and at least one year of customer service experience, or two years of customer service experience
• Capability to work overtime as required based on business needs
• Fluency in both English and Spanish is preferred
• Experience in financial services or call center environments is a plus