FINRA Licensed Premier Service Associate
VirtualVocationsDallas, Texas, United Statesjob_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a Premier Service Associate to support clients with their investment needs remotely.
Key Responsibilities
Service new and existing client needs via inbound calls
Engage customers in investment recommendation conversations
Deliver a responsive client experience by providing accurate information and proactive follow-up
Required Qualifications
Active FINRA Series 6 and Series 63 licenses required
2+ years of financial customer service experience
Strong understanding of operational and investment needs of customers
Knowledge of current financial markets and retirement account operations
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Licensed Associate • Dallas, Texas, United States
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