Registered Financial Service Professional

Job Summary

A company is looking for a Registered Financial Customer Service Professional.

Key Responsibilities

• Provide excellent service for customers' retirement savings accounts within a call center environment
• Educate customers on plan updates and process account changes as directed
• Participate in training to obtain FINRA Series 6 & 63 licenses

Required Qualifications

• Availability to work a 40-hour week, including evenings 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 English; Spanish fluency is a plus
• Experience in financial services or call center preferred