FINRA Certified Service Representative

Company: VirtualVocations
Location: Vista
Posted on: May 5, 2025

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, San Clemente , FINRA Certified Service Representative, Sales , Vista, California

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