FINRA Licensed Customer Service Representative
Job Summary
Providing exceptional service in a hybrid role, the full-time FINRA Licensed Customer Service Representative will manage incoming calls from investment professionals and plan sponsors, educate customers on financial products, and ensure compliance with regulatory requirements.
Key Responsibilities
- Receives and responds to incoming calls regarding various financial products and services
- Interprets changes to products and proactively offers consultative expertise to clients
- Maintains accurate documentation of customer interactions to enhance relationships and ensure compliance
Required Qualifications
- Associate's Degree in finance, business administration, insurance, economics, or communications
- Minimum of one year of customer-facing experience in insurance, banking, or financial services
- Experience working in compliance-heavy environments, such as FINRA
- Knowledge of various insurance products and their legal implications
- Preferred certifications include FINRA series 6 and/or 26 licenses
Complete Job Description
The complete job description is available to members. Premium membership includes:
Full access to 39,667 remote jobs from human-vetted companies, updated daily
Resume Builder - AI-powered tool to craft, enhance, and tailor your resume to a specific job
Twice-monthly live group coaching and the full Remote Career Center
20% member discount on Career Services
Backed by a 30-day money-back guarantee
Company Company Name
Headquarters Headquarters
Founded Founded
Website
BBB URL BBB URL
The company description is available to members. Go Premium for full access to every job and company profile in our remote jobs database, backed by a 30-day money-back guarantee.
