Job Summary
A financial services company is filling a position for a Remote Research and Resolutions Service Solutions Group Agent.
Must be able to:
- Own the issue to completion
- Provide simple, easy solutions for complex requests
- Leverage comprehensive digital solutions
Applicants must meet the following qualifications:
- Series 7 required
- Series 63 or ability to obtain within 90 days
- 2-3 years of previous financial services experience
- An ability to process transactions with efficiency and accuracy
- Your strong organizational skills and ability to prioritize decisions in a fast moving environment
- Creative problem resolution skills with an ability to balance risk and the customer experience