Registered Financial Customer Service Representative

A company is looking for a Registered Financial Customer Service Professional to provide support in a remote call center environment. Key Responsibilities Provide excellent service for customers' retirement savings accounts Educate customers on plan updates and changes without making cold calls or sales Process contribution changes, loans, withdrawals, and general account changes as directed by customers Required Qualifications Availability to work a 40-hour week, including outside traditional business hours Associate's degree or higher and at least one year of customer service experience, or two or more years of customer service experience FINRA Series 6 and 63 or higher equivalent licensure Capability to work overtime as required based on business needs Reliable high-speed internet with a wired connection for remote work

Mar 25, 2025 - 08:39

A company is looking for a Registered Financial Customer Service Professional to provide support in a remote call center environment. Key Responsibilities Provide excellent service for customers' retirement savings accounts Educate customers on plan updates and changes without making cold calls or sales Process contribution changes, loans, withdrawals, and general account changes as directed by customers Required Qualifications Availability to work a 40-hour week, including outside traditional business hours Associate's degree or higher and at least one year of customer service experience, or two or more years of customer service experience FINRA Series 6 and 63 or higher equivalent licensure Capability to work overtime as required based on business needs Reliable high-speed internet with a wired connection for remote work