Job Summary
A financial services company is searching for a person to fill their position for a Remote Financial Service Client Transition Specialist.
Core Responsibilities Include:
- Providing investment related solutions, guidance and recommendations
- Answering non-routine incoming calls and/or written correspondence
- Maintaining performance standards and expectations while contributing to department initiatives
Must meet the following requirements for consideration:
- Series 7 AND Series 66 OR combination of both Series 63 and 65
- Strong service background with 3-5 years of securities industry experience
- Excellent verbal and written communication skills with proven problem-solving and analytical skills
- Ability to understand information about various securities as well as functions of the business
- Strong organizational and time management skills
- Must be able to multi-task and follow-up appropriately to take issues to resolution
