Telecommuting Licensed Client Service Specialist in St Louis

Job ID: Available for Members

Location: Missouri

Compensation: To Be Discussed

Posted: Wednesday, February 28, 2018

Job Category: Financial

Telecommute Level: Occasionally

Travel Requirements: Field Travel Required, Some Travel

Weekly Hours: Day Shift, Flexible, Full Time

Employment Status: Permanent

Employer Type: Employer

Career Level: Experienced

Additional Information: Benefits Available

Job Summary

A financial company is filling a position for a Telecommuting Licensed Client Service Specialist in St Louis.

Core Responsibilities Include:

  • Providing investment related solutions, guidance and recommendations
  • Answering non-routine incoming calls and/or written correspondence
  • Collaborating with other team members to achieve appropriate resolutions

Skills and Requirements Include:

  • Meets with clients face-to-face
  • Series 7 and Series 63/65 or 66 required
  • Additional licenses may be required (i.e., Insurance or securities licensing in all states)
  • Excellent verbal and written communication skills with proven problem-solving and analytical skills
  • A strong service background with 3-5 years of securities industry experience required
  • Must be able to multi-task and follow-up appropriately to take issues to resolution