Remote Service Client Relations Financial Representative

Job is Expired
Location: Arizona, Missouri
Compensation: To Be Discussed
Staff Reviewed: Thu, Mar 28, 2019

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

COMPLETE JOB DESCRIPTION

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