Securities Licensed Advisor Support
Job Summary
Providing quality service to field partners and clients, the full-time Advisor Support Professional will assist with complex account issues in a call center environment while working onsite in Houston, TX, and adhering to a hybrid working policy.
Key responsibilities
- Act as an advocate for VFA Broker Dealer by utilizing communication and analytical skills to resolve complex account inquiries
- Deliver professional and prompt service to clients and partners with a sense of urgency
- Be available to work any shift within operational hours from 8am to 5pm CST
Required qualifications
- 2+ years of inbound call center experience
- Preferred experience in the financial services industry
- Ability to multitask and navigate multiple systems effectively
- FINRA Series 7 and 63 licenses are preferred, with the ability to obtain securities licenses required
- High school diploma or equivalent is required
Complete Job Description
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