Remote Transition Services Specialist in Greater New Jersey Area

Location: Delaware, New Jersey, New York, Pennsylvania

Compensation: To Be Discussed

Staff Reviewed: Thu, Feb 18, 2021

This job expires in: 20 days

Job Category: Sales

Remote Level: 100% Remote

Employer Type: Employer

Career Level: Experienced

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

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