Remote Financial Services Retail Account Operations Representative

Job is Expired
Location: Nationwide
Compensation: Salary
Reviewed: Fri, Mar 17, 2023

Job Summary

A financial services and investment firm has an open position for a Remote Financial Services Retail Account Operations Representative.

Individual must be able to fulfill the following responsibilities:

  • Complete incoming and outgoing transfer requests
  • Perform daily reviews of outstanding work
  • Provide ongoing updates to internal and external clients

Skills and Requirements Include:

  • Minimum 1-2 years’ experience in financial services
  • Bachelor's Degree in Business, or equivalent experience
  • FINRA fingerprinting
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