Job Summary
A financial services company needs applicants for an opening for a Remote Active Trader Service Representative in Tampa.
Individual must be able to fulfill the following responsibilities:
- Engage with customers, via inbound calls, responding to their inquires
- Deliver efficient and responsive resolution for various client situations
- Uncover opportunities and identify products and services
Skills and Requirements Include:
- Must have Series 7 & 63
- 2-3 years of previous financial services experience
- Proven customer service, client support and problem resolution skills
- Expertise in equity and option trading, and margin
- Ability to effectively influence others