Job Summary

A financial technology company has an open position for a Remote Financial Services Professional.

Must be able to:

• Support Financial Advisors on opening new accounts
• Take issue resolutions through the entire lifecycle to completion
• Maintain existing accounts

Required Skills:

• Bachelor's degree or equivalent experience
• Excellent communication skills
• Ability to deliver results via phone or written communication
• Must communicate collaboratively with other Operations & Services teams
• A Series 6 license is required for certain roles (we will accept a Series 7 if you already hold a current one)
• Minimum of 1-2 years financial services/insurance/investments industry experience is required