Financial Customer Service Representative - Lincolnwood Illinois

Company: VirtualVocations
Location: Lincolnwood, Illinois
Posted On: 11/15/2024

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 More...

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