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FINRA Licensed Customer Service Rep
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
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
