Remote High Net Worth Service Associate in Cleveland

Location: Ohio

Compensation: Salary

Staff Reviewed: Sun, Jul 18, 2021

This job expires in: 22 days

Job Category: Financial

Remote Level: 100% Remote

Employer Type: Employer

Career Level: Experienced

Job Summary

A financial services company has an open position for a Remote High Net Worth Service Associate in Cleveland.

Candidates will be responsible for the following:

  • Processing customer requests to include options, equities, mutual funds and fixed income trades
  • Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance

Skills and Requirements Include:

  • Series 7 required
  • 2-3 years of previous experience working in the financial services industry
  • Broad-based knowledge and understanding of general financial planning concepts
  • Strong technological acumen and comfort with learning how to use new tools
  • Proven customer service, client support and problem resolution skills
  • Ability to effectively influence others and use consultative skills to enrich the customer experience

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