Securities Licensed Support Specialist

Job Summary

A company is looking for an ISP Investment Advisor Support Specialist.

Key Responsibilities

• Monitor and respond to telephone inquiries regarding managed accounts from representatives
• Provide support to representatives in all aspects of managed account processing and document research findings
• Offer recommendations to improve the efficiency of customer service operations and provide training to new customer service trainees

Required Qualifications

• Bachelor's Degree preferred or 3 years of work experience in the Securities Industry
• 2-3 years of relevant experience
• Series 6/7, 24/26, and 65/66 licenses required (2 of 3 must be obtained prior)
• Ability to manage multiple priorities and work in a fast-paced environment
• Knowledge of individual securities and market dynamics preferred but not required