Working remotely on a full-time basis, the FINRA Licensed Customer Service Associate will provide exceptional service for customers' retirement savings accounts, educate clients without making cold calls, and process account changes in a call center environment. Key responsibilities: Deliver outstanding customer service and support for retirement savings accounts Communicate important plan updates and process customer requests such as contributions, loans, and withdrawals Participate in ongoing training and coaching to enhance service delivery and career development Required qualifications: Current FINRA Series 6 and 63 or higher equivalent licensure Availability to work a 40-hour week, including potential overtime and shifts outside traditional hours Associate's degree or higher with at least one year of customer service experience, or two or more years of customer service experience Reliable high-speed internet connection with a wired setup Ability to adapt communication style to serve a diverse customer base
FINRA Licensed Customer Service Associate in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.