Responsibilities

The FINRA Customer Service Representative will deliver a personalized and remarkable experience for clients by answering questions, providing servicing options, and assisting with products or services through call center interactions. They will resolve inquiries and transactions at a basic to intermediate level, research solutions to complex problems, take ownership of calls, anticipate issues, de-escalate client situations, serve as a trusted advocate for Financial Representatives, embrace new technology, educate clients on website and self-service capabilities, understand risks and impacts of transactions, drive change and continuous improvement, foster professional client relationships, handle phone and transactional responsibilities with confidentiality, and shift work priorities to meet business and customer demands.