FINRA Licensed Customer Service Associate
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Job Summary
Working remotely on a full-time basis, the FINRA Licensed Customer Service Associate will provide exceptional service for customers' retirement savings accounts, educate clients without making cold calls, and process account changes in a call center environment.
Key responsibilities:
- Deliver outstanding customer service and support for retirement savings accounts
- Communicate important plan updates and process customer requests such as contributions, loans, and withdrawals
- Participate in ongoing training and coaching to enhance service delivery and career development
Required qualifications:
- Current FINRA Series 6 and 63 or higher equivalent licensure
- Availability to work a 40-hour week, including potential overtime and shifts outside traditional hours
- Associate's degree or higher with at least one year of customer service experience, or two or more years of customer service experience
- Reliable high-speed internet connection with a wired setup
- Ability to adapt communication style to serve a diverse customer base
Complete Job Description
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