Job is Expired
Location: Minnesota, Nevada
Compensation: To Be Discussed
Staff Reviewed: Fri, Nov 12, 2021
Job Summary
A financial services company is seeking a Remote Investment Service Specialist Trainee.
Must be able to:
- Maintain an appropriate study schedule and discipline in preparation for the FINRA SIE, Series 7 and Series 63 licensing exams
- Serve as first customer point of contact regarding routine service issues
- Respond directly to information requests initiated by customers utilizing a variety of systems
Required Skills:
- High School Degree or Equivalent
- 0-3 years relevant experience required
- Excellent customer service skills that include the ability to explain complex policies or concepts
- Strong written and spoken communication skills
- Willingness to focus on the licensing study expectations
- Demonstrated skill troubleshooting and identifying root causes and resolving issues