FINRA Certified Customer Service Analyst
A company is looking for a Sr Analyst III Business Transactions Customer Services FINRA Certified. 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) Customer service experience in financial services, insurance, investments, or banking Active FINRA Series 6 or 7 certification (or U5 status within the 2-year FINRA window, in good standing) Experience working with organizational functions, personnel, and customer support tools Proficiency in using help desk software, fax machines, and telephone systems
A company is looking for a Sr Analyst III Business Transactions Customer Services FINRA Certified.
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)
Customer service experience in financial services, insurance, investments, or banking
Active FINRA Series 6 or 7 certification (or U5 status within the 2-year FINRA window, in good standing)
Experience working with organizational functions, personnel, and customer support tools
Proficiency in using help desk software, fax machines, and telephone systems
