FINRA Licensed Customer Service Rep

Job Summary

A company is looking for a Licensed Customer Service Representative.

Key Responsibilities

• Perform advanced customer service activities for specialized products and services, focusing on complex inquiries and problem resolution
• Investigate and respond to customer inquiries regarding complex products and services through various channels
• Document customer interactions and complete service requests to enhance customer satisfaction and minimize effort

Required Qualifications

• Associates degree or equivalent experience, typically requiring 3+ years in a related role
• FINRA Series 7 and 63 (or 66) licenses are required
• Knowledge of customer service practices and relationship building
• Experience with managing risk and adhering to enterprise risk management frameworks
• Ability to coach or mentor other team members