Client Solutions Specialist Sr - PA Licensed

Location: Remote
Compensation: Salary
Staff Reviewed: Wed, May 01, 2024
This job expires in: 6 days

Job Summary

A company is looking for a Client Solution Specialist Sr. in Advanced Services.

Key Responsibilities:
  • Provide sales, service, and execution support for client relationships
  • Gather and review required documentation for accuracy
  • Act as a point of contact for clients and handle complex client implementation and servicing issues

Required Qualifications:
  • Hold FINRA SIE, series 7 & 63 (or series 66) certifications
  • 4+ years of related business or functional experience
  • Associates degree or equivalent education

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