FINRA Certified Service Representative
Company: VirtualVocations
Location: Vista
Posted on: May 5, 2025
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Job Description:
A company is looking for a FINRA Certified Service
Representative (Remote).
Key Responsibilities
Provide service via inbound contact center and respond to complex
customer inquiries
Perform account updates, process requests, and maintain accurate
account history
Assist with day-to-day operations and support training for less
experienced staff
Required Qualifications
High school diploma or G.E.D
Two or more years of customer service experience in
financial/investment/insurance or banking
FINRA 6 or 7 minimum Certification required at hire
Experience with help desk software and telephone technology
Experience working with organizational functions and personnel
Keywords: VirtualVocations, Temecula , FINRA Certified Service Representative, Sales , Vista, California
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