FINRA Licensed Customer Service Specialist
Company: VirtualVocations
Location: Vista
Posted on: May 15, 2025
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Job Description:
A company is looking for a Financial Customer Service
Professional.
Key Responsibilities
Provide excellent service for customers' retirement savings
accounts in a call center environment
Educate customers on plan updates and process account changes,
loans, and withdrawals
Participate in a paid training program and pursue FINRA Series 6 &
63 licenses
Required Qualifications
Availability to work a 40-hour week, including outside traditional
hours and 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 based on business
requirements
Fluency in both English and Spanish is preferred
Experience in financial services or call center is a plus
Keywords: VirtualVocations, Orange , FINRA Licensed Customer Service Specialist, Hospitality & Tourism , Vista, California
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