Licensed Financial Services Rep — Inbound Support & Growth

Pacific Asset Management, LLC; Charlotte (NC); On-site; USD 30,000 - 35,000; Full time

Benefits offered by this job

Medical, Dental, Vision benefits

Generous paid time off

Paid parental leave

401(k) savings plan with company match

Job summary

Pacific Asset Management, LLC is seeking a customer service specialist in Charlotte, NC, to manage inbound calls from policyholders and financial professionals. The ideal candidate will have 1–2 years of customer-facing experience and necessary licenses like FINRA SIE and Series 6 or 7.

This role requires strong communication and problem-solving skills, comfort using multiple systems, and the ability to thrive in a high-volume environment. Generous benefits and competitive compensation are provided, reflecting commitment to employee wellbeing.

Qualifications

• 1–2 years of customer-facing experience preferably in a call center or financial services environment.
• FINRA SIE and Series 6 or 7 licenses are required.
• Experience working in a structured, fast-paced environment.

Responsibilities

• Handle 40–60 inbound calls daily, providing guidance to policyholders.
• Research and resolve service requests with accuracy and professionalism.
• Document interactions in internal systems while navigating multiple platforms.

Skills

Customer service

Communication Skills

Problem-solving

Adaptability

Education

Bachelor’s degree or equivalent experience

Tools

Multiple computer systems

Job description

Pacific Asset Management, LLC is seeking a customer service specialist in Charlotte, NC, to manage inbound calls from policyholders and financial professionals. The ideal candidate will have 1–2 years of customer-facing experience and necessary licenses like FINRA SIE and Series 6 or 7.

This role requires strong communication and problem-solving skills, comfort using multiple systems, and the ability to thrive in a high-volume environment. Generous benefits and competitive compensation are provided, reflecting commitment to employee wellbeing.