Job Summary
A financial services company has an open position for a Remote High Net Worth Service Associate in Greater Minneapolis.
Core Responsibilities of this position include:
- Engaging with customers, via inbound calls
- Delivering efficient and responsive resolution for various client situations
- Uncovering opportunities and identifying products and services
Qualifications for this position include:
- Series 7 required
- Series 63 or ability to obtain within 90 days
- 2-3 years of previous financial services experience
- 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
