Registered Financial Service Professional

A company is looking for a Registered Financial Customer Service Professional. Key Responsibilities Provide excellent service within the call center for customers' retirement savings accounts Educate and empower customers without making cold calls or sales Process contribution changes, loans, withdrawals, and general account changes as directed by customers Required Qualifications and Education Availability to work a 40-hour work week, including 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 FINRA series 6 and 63 or higher equivalent licensure Capability to work overtime as required based on business need

Feb 27, 2025 - 17:15

A company is looking for a Registered Financial Customer Service Professional. Key Responsibilities Provide excellent service within the call center for customers' retirement savings accounts Educate and empower customers without making cold calls or sales Process contribution changes, loans, withdrawals, and general account changes as directed by customers Required Qualifications and Education Availability to work a 40-hour work week, including 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 FINRA series 6 and 63 or higher equivalent licensure Capability to work overtime as required based on business need