FINRA Licensed Customer Service Specialist

A company is looking for a Financial Customer Service Professional. Key Responsibilities Provide excellent service for customers' retirement savings accounts in a call center environment Educate customers on plan updates and process account changes, loans, and withdrawals Participate in a paid training program and pursue FINRA Series 6 & 63 licenses Required Qualifications Availability to work a 40-hour week, including outside traditional hours and occasional Saturdays Associate's degree or higher AND at least one year of customer service experience, or two or more years of customer service experience Capability to work overtime as needed based on business requirements Fluency in both English and Spanish is preferred Experience in financial services or call center is a plus

May 14, 2025 - 18:36

A company is looking for a Financial Customer Service Professional. Key Responsibilities Provide excellent service for customers' retirement savings accounts in a call center environment Educate customers on plan updates and process account changes, loans, and withdrawals Participate in a paid training program and pursue FINRA Series 6 & 63 licenses Required Qualifications Availability to work a 40-hour week, including outside traditional hours and occasional Saturdays Associate's degree or higher AND at least one year of customer service experience, or two or more years of customer service experience Capability to work overtime as needed based on business requirements Fluency in both English and Spanish is preferred Experience in financial services or call center is a plus