FINRA Series 6 or 7 Support Representative
Virtual Vocations Inc
Providing exceptional customer service, the full-time FINRA Series 6 or 7 Support Representative will assist clients with investment and retirement products, handle inquiries regarding account servicing, and process transactions while ensuring compliance with regulations. Key Responsibilities Provide customer service for investment and retirement products, including mutual funds and brokerage accounts Respond to inquiries about account balances, transactions, and general account servicing Process transactions and resolve client requests related to account activity and trade status Required Qualifications High School Diploma required Active FINRA Series 6 or Series 7 license required 1-2 years of experience in financial services or brokerage operations Basic understanding of investment products and securities regulations Prior call center or high-volume client service experience preferred
Vacancy posted 3 days ago
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