Telecommute Client Transition Specialist

Job ID: Available for Members

Location: Arizona, Missouri

Compensation: To Be Discussed

Staff Reviewed: Fri, Dec 28, 2018

This job expires in 8 days

Job Category: Customer Service, Financial

Telecommute Level: Majority

Travel Requirements: Possible Travel

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Education Level: Some College

Job Summary

A financial services firm has an open position for a Telecommute Client Transition Specialist.

Individual must be able to fulfill the following responsibilities:

  • Provide investment related guidance and recommendations
  • Determine and recommend appropriate investments
  • Answer incoming calls and/or written correspondence

Must meet the following requirements for consideration:

  • Series 7 AND Series 66 (OR combination of both Series 63 and 65)
  • Strong service background with 3-5 years of securities industry experience
  • Strong computer skills with the ability to learn and apply technical information