FINRA Licensed Customer Service Representative
Company: VirtualVocations
Location: Vista
Posted on: May 16, 2025
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Job Description:
A company is looking for a Customer Service Representative in
the insurance and financial services sector.
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
Required Qualifications
Bachelor's degree in a related field (preferred)
Customer service experience in financial services, insurance,
investments, or banking
Active FINRA Series 6 or 7 certification (or U5 status within the
2-year FINRA window, in good standing)
Experience working with organizational functions, personnel, and
customer support tools
Proficiency in using help desk software, fax machines, and
telephone systems
Keywords: VirtualVocations, Palm Springs , FINRA Licensed Customer Service Representative, Sales , Vista, California
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