Wisconsin Licensed Financial Service Agent

Job Summary

A company is looking for a Registered Financial Customer Service Professional to provide support in their call center.

Key Responsibilities

• Provide excellent service for customers' retirement savings accounts
• Educate customers on their accounts and communicate critical updates
• Process contribution changes, loans, withdrawals, and general account changes

Required Qualifications

• Availability to work a 40-hour work week, including 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 required based on business needs
• FINRA Series 6 and 63 or higher equivalent licensure preferred
• Fluency in both English and Spanish is a plus