Remote High Net Worth Service Agent in Charlotte

Location: North Carolina

Compensation: To Be Discussed

Staff Reviewed: Thu, Feb 11, 2021

This job expires in: 16 days

Job Category: Financial

Remote Level: 100% Remote

Employer Type: Employer

Career Level: Experienced

Job Summary

A financial services company is seeking a Remote High Net Worth Service Agent in Charlotte.

Individual must be able to fulfill the following responsibilities:

  • Respond to their inquires which may include providing product and service level guidance
  • Engage with customers, via inbound calls
  • Deliver efficient and responsive resolution for various client situations

Qualifications Include:

  • 2-3 years of previous financial services experience
  • Series 7 required
  • Series 63 or ability to obtain within 90 days
  • Broad based knowledge and understanding of general financial planning concepts
  • Proven customer service, client support and problem resolution skills
  • Strong verbal and written communication skills

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