FINRA Licensed Customer Service Rep

Job Summary

A company is looking for a FINRA Customer Service Representative.

Key Responsibilities

• Deliver personalized client experiences by addressing inquiries and providing service options in a call center environment
• Resolve basic to intermediate inquiries and transactions while developing proficiency in more complex issues
• Research and evaluate solutions to complex problems, taking ownership of client calls and de-escalating challenging situations

Required Qualifications

• Associate degree in business or a related field, or equivalent education and experience
• Minimum of two years of related customer service experience
• Advanced understanding of investment products or markets
• Basic understanding of tax implications
• Demonstrated desire to continuously learn and improve