Engaging directly with over 11,000 Financial Professionals, the full-time FINRA Licensed Client Service Representative will provide administrative and sales support, ensuring best-in-class service while working remotely. Key responsibilities: Respond to investment executive and client needs, concerns, and questions Assist in the account opening process and maintain electronic client files Act as a liaison between investment executives and clearing firms to facilitate transactions Required qualifications: High School Diploma or equivalent (GED) required FINRA Series 7 License preferred Prior customer service experience in financial services is advantageous Ability to quickly learn and apply new information Strong organizational skills and attention to detail
FINRA Licensed Client Service Rep in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.