Remote Senior Participant Services Stock Plans Specialist in Alpharetta

Location: Georgia

Compensation: To Be Discussed

Staff Reviewed: Wed, Nov 25, 2020

This job expires in 30 days

Job Category: Customer Service

Remote Level: 100% Remote

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Education Level: Bachelors

Job Summary

A company that offers an electronic trading platform to trade financial assets is in need of a Remote Senior Participant Services Stock Plans Specialist in Alpharetta.

Core Responsibilities Include:

  • Provide differentiated “white glove” customer service and support to our Stock Plans Participants
  • Understand our client’s investment needs and help point them in the right direction for resolution to their issues/concerns
  • Work with other teams, use technology and provided resources to resolve inquiries for clients

Required Skills:

  • Current Series 7 license required
  • Bachelor’s Degree (Finance, Business Management/Administration/Business related discipline strongly preferred)
  • OR an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education)
  • Series 63 license required within 6 weeks of hire
  • Minimum of 2 years of customer-facing work experience, with at least 6-12 months of that experience in a service to sales environment