FINRA Licensed Member Support Specialist

Job Summary

A company is looking for a Member Support Specialist- Transfers.

Key Responsibilities

• Serve as a subject matter expert across member support channels, providing accurate and timely responses to inquiries
• Utilize financial expertise to assist members in understanding the company's products and services
• Collaborate with Legal, Compliance, and Operations to resolve complex member issues and advocate for product improvements

Required Qualifications

• 4+ years of experience in financial services
• Active FINRA licenses: Series 7 and 63, or Series 7 and 66
• Experience in a client-facing role in ACATs, Transfers, IRAs, or Fraud/Risk is a plus
• Ability to work independently and creatively solve problems in a fast-paced environment
• Genuine commitment to delivering exceptional member experiences