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FINRA Licensed Customer Service Associate

Company: VirtualVocations
Location: Kissimmee
Posted on: February 5, 2025

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, Pine Hills , FINRA Licensed Customer Service Associate, Hospitality & Tourism , Kissimmee, Florida

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