Supporting existing clients with their investment needs, the full-time remote FINRA Licensed Premier Service Associate will manage inbound calls regarding trading, account inquiries, and asset movement while engaging in investment recommendation conversations. Key responsibilities Service new and existing client needs via inbound calls Deliver an efficient and responsive client experience by taking ownership and providing accurate information Uncover leads and opportunities to hand off to the Retirement Advisor Team for new business development Required qualifications Bachelor's Degree required 2+ years of financial customer service experience Knowledge of current financial markets and retirement account operations FINRA Series 6 and Series 63 required Strong customer service background with an understanding of diverse operational and investment needs
FINRA Licensed Premier Service Associate in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.