Premier Service Associate

Company: VirtualVocations
Location: Charlotte
Posted on: October 23, 2024

Job Description:

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

Key Responsibilities

Service new and existing client needs via inbound calls
Engage customers in investment recommendation conversations
Demonstrate knowledge of brokerage transaction and regulatory requirements

Required Qualifications, Training, and Education

Bachelor's Degree required
2+ years of financial customer service experience
Knowledge of current financial markets and retirement account operations
FINRA Series 6 and Series 63 required
Insurance license may be required within 90 days of hire

Keywords: VirtualVocations, Rock Hill , Premier Service Associate, Other , Charlotte, South Carolina

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