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The BPO Customer Care Senior Analyst role requires a minimum of 3 years of customer service experience, preferably in financial services or a BPO environment. Candidates must hold active FINRA Series 6 and Series 63 licenses. The position involves assisting clients with inquiries related to investment accounts and financial products while ensuring compliance with regulations. Strong communication skills and the ability to manage multiple systems are essential.
Job Responsibility:
Establishes solid working relationships with clients and internal departments to resolve escalated issues
Possesses moderate knowledge of all facets of Variable life Insurance and annuity products
Active FINRA Series 6 and Series 63 licenses (must be current and in good standing)
Strong understanding of investment account servicing and mutual fund or annuity products
Answer questions and provide information regarding their needs/questions through the utilization of multiple applications and platforms
Maintain customer confidentiality while complying with privacy regulations and meeting or exceeding performance metrics, quality, and service standards
Conduct research to respond to customer inquiries and document customer interactions in the appropriate systems
Take ownership of each call working to de-escalate customer concerns as needed
Excellent communication skills (verbal and written)
Ability to navigate multiple systems and manage time effectively
High attention to detail with a commitment to compliance and accuracy
Provide high-quality customer care through phone, email, and chat channels
Assist clients with inquiries related to investment accounts, transactions, and financial products
Ensure all communication follows FINRA, SEC, and internal compliance policies
Process account updates, documentation requests, and service transactions accurately and efficiently
Research and resolve customer issues promptly while maintaining a positive customer experience
Maintain detailed records of all customer interactions in the CRM system
Requirements:
3 years of customer service experience, preferably in financial services or a BPO environment
2 Years MS Office Suite Experience including report writing and presenting
Active FINRA Series 6 and Series 63 licenses (must be current and in good standing)
High school diploma or GED Required
3 Years knowledge of Life insurance and Annuity policies
What we offer:
medical insurance
dental insurance
vision insurance with an employer contribution
flexible spending or health savings account
life and AD&D insurance
short- and long-term disability coverage
paid time off
employee assistance
participation in a 401k program with company match