FINRA Licensed Customer Service Rep

A company is looking for a FINRA Customer Service Representative.

Key Responsibilities

Provide personalized client experiences by addressing inquiries and servicing options in a call center environment

Resolve inquiries and transactions, taking ownership of calls and anticipating future issues

Educate clients on technology and self-service capabilities while fostering professional relationships to enhance brand loyalty

Required Qualifications

Associate's degree in business or related field or equivalent combination of education and experience

Minimum of 2 years related customer service experience

Advanced understanding of investment or income markets / products

Basic understanding of tax implications

Must possess Series 6 and 63 FINRA licenses