FINRA Licensed Customer Service Specialist

Job Summary

A company is looking for a Financial Customer Service Professional.

Key Responsibilities

• Provide excellent service for customers' retirement savings accounts in a call center environment
• Educate customers on plan updates and process account changes, loans, and withdrawals
• Participate in a paid training program and pursue FINRA Series 6 & 63 licenses

Required Qualifications

• Availability to work a 40-hour week, including outside traditional hours and occasional Saturdays
• Associate's degree or higher AND at least one year of customer service experience, or two or more years of customer service experience
• Capability to work overtime as needed based on business requirements
• Fluency in both English and Spanish is preferred
• Experience in financial services or call center is a plus