FINRA Licensed Customer Service Rep

A company is looking for a FINRA Customer Service Representative.

Key Responsibilities

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

Resolve basic to intermediate inquiries and transactions while learning to handle complex issues

Foster professional relationships with clients and Financial Representatives to enhance brand loyalty

Required Qualifications

Associates degree in business or related field or equivalent experience

Minimum of 2 years related customer service experience

Advanced understanding of investment or income markets and products

Basic understanding of tax implications

Registered Representative classification requiring fingerprinting and FINRA Series 63 or 6