Remote High Net Worth Service Associate in Greater Houston

Location: Texas

Compensation: To Be Discussed

Staff Reviewed: Fri, Apr 16, 2021

This job expires in: 8 days

Job Category: Financial

Remote Level: 100% Remote

Employer Type: Employer

Career Level: Experienced

Job Summary

A financial services company has a current position open for a Remote High Net Worth Service Associate in Greater Houston.

Individual must be able to fulfill the following responsibilities:

  • Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance
  • Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
  • Conducting pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

Qualifications Include:

  • Series 07 – FINRA certificate
  • Proven customer service, client support and problem resolution skills
  • Exceptional verbal and written communication skills
  • Ability to effectively influence others and use consultative skills to enrich the customer experience
  • Robust time management and organizational skills

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