FINRA Licensed Service Center Specialist
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Job Summary
Providing consistent customer service and support to Financial Advisors and Representatives, the full-time remote FINRA Licensed Service Center Specialist will address inquiries related to business submissions, account maintenance, and issue resolution while collaborating with various internal teams.
Key responsibilities
- Maintain departmental goals for quality and productivity
- Interface with management, customers, and Financial Advisors on customer service-related issues
- Provide critical feedback to training departments regarding common inquiries and issues
Required qualifications
- High School Diploma/GED required
- FINRA Series 7 and 63 required
- 3 years of customer service and/or call center experience
- Proficient with Microsoft Office Products; knowledge of CRM systems
- Ability to communicate professionally and resolve issues in a timely manner
Complete Job Description
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