FINRA Licensed Customer Service Rep

Job Summary

A company is looking for a FINRA Customer Service Representative.

Key Responsibilities

• Provide personalized client support by addressing inquiries and servicing options in a call center environment
• Resolve basic to intermediate inquiries and transactions while learning to handle complex issues
• Foster professional relationships with clients and Financial Representatives to enhance brand loyalty

Required Qualifications

• Associates degree in business or related field or equivalent experience
• Minimum of 2 years related customer service experience
• Advanced understanding of investment or income markets and products
• Basic understanding of tax implications
• Registered Representative classification requiring fingerprinting and FINRA Series 63 or 6