FINRA Series 6 or 7 Support Representative

Job Summary

A company is looking for a FINRA Series 6 or 7 Licensed Support Representative to provide client service and support for investment and retirement accounts.

Key Responsibilities

• Provide customer service regarding investment and retirement products
• Respond to inbound calls and inquiries about account balances and transactions
• Research and resolve client requests related to account activity and servicing procedures

Required Qualifications

• High School Diploma required
• Active FINRA Series 6 or Series 7 license required
• 1-2 years of experience in financial services or brokerage operations
• Prior call center or high-volume client service experience preferred
• Basic understanding of investment products and securities regulations