Supporting investment advisers, the full-time Series 65 Licensed Support Specialist will manage telephone inquiries regarding managed accounts, collaborate on departmental improvements, and conduct research on client and agent inquiries in a remote environment. Key responsibilities Answer telephone inquiries from clients and agents regarding managed accounts Research and respond to written and verbal inquiries from clients and agents Implement recommendations for departmental changes and improvements Required qualifications Series 6/7, 24/26, and 65/66 licenses required Experience in the securities and/or finance industries preferred if no bachelor's degree Customer service experience Excellent PC computer skills Proven ability to work under pressure and manage multiple priorities
Series 65 Licensed Support Specialist in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.