FINRA Licensed Service AssociateVirtualVocations • Ann Arbor, Michigan, United States
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FINRA Licensed Service Associate
VirtualVocations • Ann Arbor, Michigan, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [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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