FINRA Certified - Call Center Support Representative
Core
Provide high-quality support to clients through the contact center, assisting with complex inquiries, account maintenance, and financial service transactions.
Role type
FINRA-licensed Registered Representative (Customer Service)
Builds
Customer service operations for life insurance and financial services clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Life insurance experience, FINRA Series 6 or Series 7 license, customer service in call center environment, account maintenance, transaction processing, data entry, document matching, escalation management, quality assurance reviews
Preferred skills
Contact center technology familiarity, Lean or Six Sigma certification, analytical problem-solving
Responsibilities
Respond to complex customer inquiries and ensure timely resolution, research and resolve client requests efficiently, perform account updates and transaction processing, process and distribute incoming/outgoing mail, conduct data entry and document matching, support escalation management and service recovery, participate in Quality Assurance reviews for FINRA-regulated transactions
Seniority
Individual Contributor, mid-level