Providing exceptional service in a hybrid role, the full-time FINRA Licensed Customer Service Representative will manage incoming calls from investment professionals and plan sponsors, educate customers on financial products, and ensure compliance with regulatory requirements. Key Responsibilities Receives and responds to incoming calls regarding various financial products and services Interprets changes to products and proactively offers consultative expertise to clients Maintains accurate documentation of customer interactions to enhance relationships and ensure compliance Required Qualifications Associate's Degree in finance, business administration, insurance, economics, or communications Minimum of one year of customer-facing experience in insurance, banking, or financial services Experience working in compliance-heavy environments, such as FINRA Knowledge of various insurance products and their legal implications Preferred certifications include FINRA series 6 and/or 26 licenses
FINRA Licensed Customer Service Representative in workfromhome at Unknown Company
- Typical pay
- $42,000–$55,750
For context, most customer service representatives earn between $42,000–$55,750 a year according to Bureau of Labor Statistics wage data. What this particular role pays is set by the employer — check the description above.
This position is listed as full time and hybrid.