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
