Employer Industry: Financial Services

Why consider this job opportunity:
- Salary up to $33.31 per hour
- Opportunity for career advancement and growth within the organization
- Work remotely with flexible arrangements
- Supportive and collaborative work environment
- Chance to make a positive impact on client satisfaction and experience
- Engage in continuous learning and professional development

What to Expect (Job Responsibilities):
- Provide guidance and direction to clients and financial representatives on securities transactions
- Analyze client financial needs and offer tailored investment performance information
- Serve as the primary point of contact for assigned clients, addressing inquiries about investment accounts
- Review and process investment transactions while ensuring compliance and accuracy
- Foster professional relationships with clients to enhance brand loyalty and retention

What is Required (Qualifications):
- Must possess FINRA Series 7 and 63 licenses
- Minimum educational requirement: Associate's degree in business or related field or equivalent experience
- At least 4 years of related customer service experience with proven skills
- Expert knowledge of investment products and understanding of tax implications
- Strong organization skills and ability to handle high call volumes with accuracy

How to Stand Out (Preferred Qualifications):
- Demonstrated computer experience with proficiency in current software packages
- Advanced problem-solving skills and ability to provide viable options to clients
- A strong desire to continuously learn and improve in the financial services field

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