Registered Financial Customer Service Representative

Job Summary

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