FINRA Licensed Financial Services Representative
Job Summary
A company is looking for a Financial Services Representative I to provide customer service regarding retirement plans.
Key Responsibilities
- Answer incoming calls and respond to customer inquiries about retirement plans
- Provide information on various retirement products and IRS rules
- Handle complex customer requests and follow-up communications
Required Qualifications
- 2+ years of experience in financial services with customer service in a contact center
- Active FINRA Series 6 or 7 and Series 63 licenses are required
- Associate or Bachelor's degree preferred
- Understanding of FINRA and governmental rules and regulations
- Ability to communicate effectively via phone and email
Complete Job Description
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