FINRA Licensed Customer Service Rep

Job Summary

A company is looking for a Customer Service Representative with experience in financial services, insurance, banking, or investments.

Key Responsibilities

• Provide inbound customer service support, addressing complex inquiries and escalating cases as needed
• Research and resolve customer inquiries in a timely and professional manner
• Perform account updates, maintenance, and documentation to ensure accurate records

Qualifications

• Bachelor's degree in a related field (preferred)
• Active FINRA Series 6 or 7 certification (or U5 status within the 2-year FINRA window, in good standing)
• Customer service experience in financial services, insurance, investments, or banking
• Experience working with organizational functions, personnel, and customer support tools
• Proficiency in using help desk software, fax machines, and telephone systems