FINRA Licensed Customer Service Associate
Company: VirtualVocations
Location: Everett
Posted on: February 1, 2025
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Job Description:
A company is looking for a Financial Customer Service
Professional to support customers with their retirement savings
accounts in a remote call center environment.
Key Responsibilities
Provide excellent service for customers' retirement savings
accounts
Educate customers on plan updates and process account changes
Participate in training to obtain FINRA Series 6 & 63 licenses
Required Qualifications
Availability to work a 40-hour 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
Capability to work overtime as needed
Fluency in both English and Spanish is a plus
Experience in financial services or call center is preferred
Keywords: VirtualVocations, Edmonds , FINRA Licensed Customer Service Associate, Hospitality & Tourism , Everett, Washington
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