Financial Customer Service Representative
Company: VirtualVocations
Location: Lincolnwood
Posted on: November 14, 2024
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Job Description:
A company is looking for a Financial Customer Service
Professional to provide support in a remote call center
environment.
Key Responsibilities
Provide excellent service for customers' retirement savings
accounts
Educate customers on plan updates and process account changes
Participate in training to obtain FINRA Series 6 & 63 licenses
Required Qualifications, Training, and Education
Associates degree or higher and at least one year of customer
service experience, or two or more years of customer service
experience
Availability to work a 40-hour week, including outside traditional
business hours
Capability to work overtime as required based on business needs
Fluency in both English and Spanish is preferred
Financial services or call center experience is a plus
Keywords: VirtualVocations, Cicero , Financial Customer Service Representative, Accounting, Auditing , Lincolnwood, Illinois
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