Remote Transition Services Specialist in Greater Phoenix

Location: Arizona

Compensation: To Be Discussed

Staff Reviewed: Thu, Feb 18, 2021

This job expires in: 21 days

Job Category: Human Services

Remote Level: 100% Remote

Employer Type: Employer

Career Level: Experienced

Job Summary

A financial company is in need of a Remote Transition Services Specialist in Greater Phoenix.

Candidates will be responsible for the following:

  • Delivering efficient and responsive resolution for reregistration in the most effective way possible
  • Uncovering opportunities and identify products and services that will enhance the client's financial success and partner
  • Engaging with customers, via inbound calls, responding to their inquiries

Applicants must meet the following qualifications:

  • 2-3 years of previous financial services experience
  • Series 7 required
  • Series 63 or ability to obtain within 90 days
  • Strong organizational skills, ability to prioritize decisions in a fast-moving environment
  • Strong multi-tasking skills and the ability to process transactions with efficiency and accuracy
  • Take ownership of complex situations that result in positive outcomes for the customer

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