Series 65 Licensed Support Specialist
Job Summary
Supporting investment advisers, the full-time Series 65 Licensed Support Specialist will manage telephone inquiries regarding managed accounts, collaborate on departmental improvements, and conduct research on client and agent inquiries in a remote environment.
Key responsibilities
- Answer telephone inquiries from clients and agents regarding managed accounts
- Research and respond to written and verbal inquiries from clients and agents
- Implement recommendations for departmental changes and improvements
Required qualifications
- Series 6/7, 24/26, and 65/66 licenses required
- Experience in the securities and/or finance industries preferred if no bachelor's degree
- Customer service experience
- Excellent PC computer skills
- Proven ability to work under pressure and manage multiple priorities
Complete Job Description
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