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FINRA Licensed Customer Service Rep
Job Summary
A company is looking for a Customer Service Representative with experience in financial services, insurance, banking, or investments.
Key Responsibilities
- Provide inbound customer service support, addressing complex inquiries and escalating cases as needed
- Research and resolve customer inquiries in a timely and professional manner
- Perform account updates, maintenance, and documentation to ensure accurate records
Qualifications
- Bachelor's degree in a related field (preferred)
- Active FINRA Series 6 or 7 certification (or U5 status within the 2-year FINRA window, in good standing)
- Customer service experience in financial services, insurance, investments, or banking
- Experience working with organizational functions, personnel, and customer support tools
- Proficiency in using help desk software, fax machines, and telephone systems
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COMPLETE JOB DESCRIPTION
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