FINRA Licensed Customer Service Rep
Company: VirtualVocations
Location: Vista
Posted on: May 20, 2025
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Job Description:
A company is looking for a Customer Service Representative with
experience in financial services, insurance, banking, or
investments.
Key Responsibilities
Provide inbound customer service support, addressing complex
inquiries and escalating cases as needed
Research and resolve customer inquiries in a timely and
professional manner
Perform account updates, maintenance, and documentation to ensure
accurate records
Qualifications
Bachelor's degree in a related field (preferred)
Active FINRA Series 6 or 7 certification (or U5 status within the
2-year FINRA window, in good standing)
Customer service experience in financial services, insurance,
investments, or banking
Experience working with organizational functions, personnel, and
customer support tools
Proficiency in using help desk software, fax machines, and
telephone systems
Keywords: VirtualVocations, Mission Viejo , FINRA Licensed Customer Service Rep, Hospitality & Tourism , Vista, California
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