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FINRA Licensed Service Associate
FINRA Licensed Service AssociateVirtualVocations • Ann Arbor, Michigan, United States
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FINRA Licensed Service Associate

FINRA Licensed Service Associate

VirtualVocations • Ann Arbor, Michigan, United States
[job_card.variable_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

A company is looking for a Premier Service Associate to support clients with their investment needs remotely.

Key Responsibilities

Service new and existing client needs via inbound calls

Engage customers in investment recommendation conversations

Deliver efficient client experiences by providing accurate information and proactive follow-up

Required Qualifications

Active FINRA Series 6 and Series 63 required

2+ years of financial customer service experience

Strong understanding of operational and investment needs of customers

Knowledge of current financial markets and retirement account operations

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Service Associate • Ann Arbor, Michigan, United States

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