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Remote Client Service Associate

Job is Expired
Location: Colorado
Compensation: Salary
Staff Reviewed: Thu, Sep 23, 2021
Job Category: Customer Service
Weekly Hours: Full Time
Employer Type: Employer

Job Summary

A financial services company is seeking a Remote Client Service Associate.

Core Responsibilities Include:

  • Contacting clients on behalf of advisors
  • Interacting with advisors regarding current clients
  • Helping troubleshoot issues that clients may have with the Financial Dashboard

Required Skills:

  • Proven investment advisory sales skills including proactive outbound calling efforts
  • Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements
  • Possesses a clean U4 record
  • Knowledge of investment products and services
  • Exceptional verbal, written and listening communication skills
  • Excellent operational, organizational and follow-up skills

COMPLETE JOB DESCRIPTION

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