Remote Investment Service Specialist Trainee

Location: Minnesota, Nevada

Compensation: To Be Discussed

Staff Reviewed: Fri, Nov 12, 2021

This job expires in: 13 days

Job Category: Financial

Remote Level: 100% Remote

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Education Level: Bachelors

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

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