NEW JOB OPENING
SERVICE SPECIALIST
IN White Plains, NY, USA!

 

Date Posted: 10/28/2026
Hiring Organization: Rose International
Position Number: 509953
Industry: Insurance
Job Title: Service Specialist
Job Location: White Plains, NY, USA, 10601
Work Model: Hybrid
Work Model Details: Tues-Thurs Days/Week in office, Mon/Fri Remote
Shift: M to F, 1st shift
Employment Type: Temporary
FT/PT: Full-Time
Estimated Duration (In months): 6
Min Hourly Rate($): 22.00
Max Hourly Rate($): 22.30
Must Have Skills/Attributes: Communications, Customer Service, Operations Support, Phone Support, Reporting
Experience Desired:
Experience in customer support and service experience (2-5 yrs),
Experience in high volume of phone calls, so excellent phone etiquette, clear communication skills (2-5 yrs),
Investment/Mutual Funds/Securities/Financial Services background (2+ yrs)
Required Minimum Education: High School Diploma or equivalent

**C2C is not available**

 

Job Description
Required Education

• High School Diploma or equivalent



Required Skills/Experience/Qualification:

• Handle a high volume of incoming phone calls with professionalism.

• Demonstrate excellent phone etiquette and clear communication skills.

• Investment/Mutual Funds/Securities/Financial Services background

• Provide strong customer support and service to resolve inquiries effectively.

• Maintain a courteous and professional demeanour in all interactions.

• Ensure accurate information is conveyed to customers and internal teams.

• Prepare, organize and enroll agents in licensing materials

• Answer questions on licensing by email

• Send out communications on upcoming licensing classes

• Manage licensing calendar and send out follow-up emails to participants

• Create schedules for upcoming licensing

• Send out reminders/next steps on exam results



Licensing Specialist Overview:

The Securities Licensing Operations Specialist supports the end-to-end licensing process for Life/Health and Securities candidates by coordinating licensing activities, responding to field inquiries, managing examination registrations, and maintaining licensing records and reporting. The role serves as a primary operational resource for candidates, field managers, Service, and Home Office partners, helping ensure candidates progress efficiently through the licensing process.



Primary Responsibilities

• Provide day-to-day operational support for Life/Health and Securities licensing activities.

• Respond to a high volume of inquiries from candidates, agents, Service, Field Managers, and Home Office partners regarding licensing requirements, exam windows, study materials, bonus credit confirmations, Prometric scheduling, FINRA processes, and general licensing questions.

• Manage the end-to-end Securities Industry Essentials (SIE) licensing process, including support for first-time candidates and retakers.

• Initiate registrations for Series 6, Series 7, Series 63, and Series 66 examinations, including retake registrations.

• Monitor candidate progress through the licensing pipeline and coordinate actions needed to maintain licensing timelines.

• Maintain and reconcile licensing records across multiple systems, including FINRA reports, STC Study Progress, licensing dashboards, and internal tracking tools.

• Support reporting requests and provide accurate licensing information to business partners and field leadership.

• Assist in identifying and resolving licensing issues to minimize delays in candidate progression.

• Maintain process documentation and support continuous improvement initiatives related to licensing operations.
  • **Only those lawfully authorized to work in the designated country associated with the position will be considered.**

  • **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**


 

Benefits:
For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.

California Pay Equity:
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.

Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.

If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.

Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).

 

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About Rose

  • Founded in 1993
  • Office Locations Across the U.S.
  • 150+ Clients: Corporations and Government Agencies
  • Employee Oriented Company
  • Challenging Assignments Across the U.S.
  • Continuous Professional Development

I had a very positive experience working for Rose. The entire process is very efficient and easy.

Joanne, Consultant

Any time I did have a question and called, the phone was always answered, and my question/concern was immediately resolved.

Sally, Consultant

Rose is an assembly of people grounded in honesty, truth and dignity for all of its employees and contractors.

Samba, Consultant

My on-boarding with Rose was outstanding. The packets of information, the process, and great attention to detail each person gave me allowed me to get started quickly.I appreciated each person's friendly and helpful attitude.

Diana, Consultant

Rose International has been great to me. I thank everyone there for all of their hard work; it has not gone unnoticed.

Melody, Consultant

EMPLOYEE COMMENTS

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