Job Summary
A financial services company is in need of a Remote Financial Service Support Group Agent in San Jose.
Individual must be able to fulfill the following responsibilities:
- Own the issue to completion
- Leveragie comprehensive digital solutions
- Provide simple, easy solutions for complex requests
Must meet the following requirements for consideration:
- Series 7 required
- 2-3 years of previous financial services experience
- Series 63 or ability to obtain within 90 days
- An ability to process transactions with efficiency and accuracy
- Creative problem resolution skills with an ability to balance risk and the customer experience