Job Summary
A financial services firm is in need of a Remote Service Client Relations Financial Representative.
Core Responsibilities Include:
- Servicing clients needing financial advice
- Providing information on Order Service policies
- Assisting with providing solutions to client's questions
Applicants must meet the following qualifications:
- Have Series 7 and Series 66
- Good understanding of economics, interest rates, and the stock market
- Knowledge of firm guidelines concerning NASD/State securities registration AND
- Trading practices, investment suitability and proper disclosure of product information
- Strong computer skills including effective use of Microsoft Office applications and IE
- Other skills, knowledge and experience as outlined by company