FINRA Series 7 Licensed Client Services Representative
Job Summary
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
Complete Job Description
The complete job description is available to members. Premium membership includes:
Full access to 44,214 remote jobs from human-vetted companies, updated daily
Resume Builder - AI-powered tool to craft, enhance, and tailor your resume to a specific job
Twice-monthly live group coaching and the full Remote Career Center
20% member discount on Career Services
Backed by a 30-day money-back guarantee
Company Company Name
Headquarters Headquarters
Founded Founded
Website
Wikipedia Wikipedia URL
BBB URL BBB URL
The company description is available to members. Go Premium for full access to every job and company profile in our remote jobs database, backed by a 30-day money-back guarantee.
