Job Summary
A financial services and investment firm is filling a position for a Remote Financial Client Solutions Specialist.
Core Responsibilities Include:
- Providing investment related solutions
- Answering non-routine incoming calls and/or written correspondence
- Maintaining performance standards and expectations
Must meet the following requirements for consideration:
- Background that includes work with clients, Branch Teams, products or service
- Strong service background with 3-5 years of securities industry experience
- Series 7 AND Series 66 (OR combination of both Series 63 and 65)
- Ability to understand information about various securities
- Additional licenses may be required (i.e., Insurance or securities licensing in all states)
- Strong computer skills with the ability to learn and apply technical information
