Job Title - FINRA 6 Customer Care Representative

Location - Plano TX-75023

Duration - $50,000 to $55,000k /annum Fulltime + benefits

To apply for this role candidate must have Active FINRA 6 License.

If agreed, please attach your updated resume, and reply with “Yes, I Confirm” and CRD of series 6.

Job Description:

• Provides information on a variety of complex customer service issues

• requiring knowledge of life and health insurance, annuity and investment products and transactions focusing on customer satisfaction, quality, and efficiency.

• Communicates with customers regarding service request or problems; documents, evaluates, and resolves customer’s inquiries.

• Thoroughly documents all contacts and conversations; follows up as required.

• Works with other departments to complete customer requests as needed and minimize escalations.

• Gains proficiency in various administration and automated workflow systems. Processes complex and varied service requests.

• Represents our customer with professional pride to internal and external customers.

• Consistently meets/exceeds set quality and productivity metrics.

• Functions w/in a team-based environment, and actively participates in achieving team goals.

• Meets/exceeds performance metrics as determined by department.

• Qualifications

• Current FINRA Series 6 license at time of application.

• High School diploma or equivalent.

• Up to 1-year experience with call centre or customer service experience/training.

• Fundamental computer knowledge and manoeuvrability within window applications.

• Basic understanding of Microsoft office suite, specifically Word and Excel.

• Preferred Qualifications

• Associates degree preferred.

• General understanding of life and health insurance, annuity and investment products a plus.

• Experience working within a computer mainframe a plus.

• Behavioral & Leadership Competencies Ability to maintain confidentiality of customer and company information.

• Ability to work independently and seek additional opportunities when able.

• Ability to work in a team environment to develop integrity, trust and respect of coworkers at all levels Good verbal and written communication skills.

Job Type: Full-time

Pay: $50,000.00 - $55,000.00 per year

Schedule:

• 12 hour shift
• 8 hour shift
• Day shift
• Evening shift
• Monday to Friday
• Night shift

Ability to commute/relocate:

• Plano, TX 75023: Reliably commute or planning to relocate before starting work (Required)

Education:

• High school or equivalent (Required)

Experience:

• Call center: 2 years (Required)
• Customer service: 2 years (Required)
• CRD Series 6: 2 years (Required)
• FINRA Series 6 license: 1 year (Required)
• Microsoft Office: 2 years (Required)
• Customer Service Issues: 1 year (Required)

License/Certification:

• FINRA License (Required)
• CRD Series 6 (Required)

Work Location: In person

Please Note :
clarksonsquarenyc.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, clarksonsquarenyc.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.