Customer Service Representative
Job Purpose:
Manage a financial office. Minimum of 2 years experience in the financial services industry.
Duties:
* Opens customer accounts by obtaining and verifying required information; inputting information into customer account database.
* Documents actions by completing forms, reports, logs, and records.
* Maintains customer confidence by keeping account information confidential.
* Avoids legal challenges by complying with legal requirements.
* Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
*Create and implement procedures.
Skills/Qualifications:
FINRA License 6, 7, 24 helpful, Insurance License, Excellent writing and grammar skills, Word, Excel, Power Point, Verbal Communication, Customer Service, Selling to Customer Needs, People Skills, Attention to Detail, General Math Skills, Financial Skills, Financial Software, Integrity, Thoroughness, Multi-tasking