Series 6/7 Investment Advisor

Job Summary

Providing comprehensive support to investment representatives, the full-time remote ISP Investment Advisor Support Specialist will manage telephone inquiries regarding managed accounts, offer product and technical assistance, and document research findings while ensuring a high level of client satisfaction.

Key responsibilities

• Identifies and addresses callers' concerns by asking probing questions and providing accurate information
• Maintains positive relationships with clients and representatives, ensuring adherence to company standards and procedures
• Documents research findings thoroughly and offers recommendations to improve customer service operations

Required qualifications

• Series 6/7, 24/26, and 65/66 licenses required
• Experience in customer service or financial services preferred
• Ability to work independently in a remote environment
• Strong organizational skills to efficiently manage client inquiries
• Compliance with legal and ethical standards in financial services