Job Summary
A financial services and investment firm is in need of a Remote Client Relations Financial Representative.
Core Responsibilities of this position include:
- Working with callers who contact our Client Relations department to assist with providing solutions to their questions
- Servicing clients needing financial advice in the absence of the financial advisor
- Answering incoming calls from company branches and provide information/training on Order Service policies/procedures
Skills and Requirements Include:
- 3+ years of industry experience with at least 1 year registered experience required
- Ability to evaluate compliance and regulatory risk based on client situations
- Series 7 and 66 required at time of application combined with in depth product knowledge
- Excellent verbal and written communication skills
- Skilled in conflict resolution
