Job Summary

A financial services company is filling a position for a Remote Transition Services Specialist in Greater New Jersey Area.

Individual must be able to fulfill the following responsibilities:

• Serve as a point of contact to customers for all of their account reregistration needs, providing a dedicated, compassionate, and balanced approach by building customer confidence
• Own the experience from initiation to completion
• Service the full spectrum of customer needs, including account set up, money movement, trading and establishing /updating account features

Position Requirements Include:

• Series 7
• Series 63 or ability to obtain within 90 days
• 2-3 years of previous financial services experience
• Demonstrated strong multi-tasking skills and the ability to process transactions with efficiency and accuracy
• Ability to take ownership of complex situations that result in positive outcomes for the customer
• Ability to uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client