Engaging directly with over 11,000 Financial Professionals, the full-time FINRA Series 7 Licensed Client Services Representative will manage customer inquiries, assist in account openings, and ensure compliance with operational procedures 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 various financial entities to facilitate transactions Required qualifications: High School Diploma or equivalent (GED) required FINRA Series 7 License preferred Prior customer service experience Financial services experience Bachelor's degree preferred or significant relevant experience in lieu of degree
FINRA Series 7 Licensed Client Services Representative in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.