FINRA Licensed Brokerage AssociateVirtualVocations • Santa Rosa, California, United States
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FINRA Licensed Brokerage Associate
VirtualVocations • Santa Rosa, California, United States
Hace más de 30 días
Tipo de contrato
- A tiempo completo
Descripción del trabajo
A company is looking for a Premier Brokerage Associate to provide exceptional service and support to clients in a remote setting.
Key Responsibilities
Provide exceptional service and support to retail customers, explaining concepts clearly
Assist clients with trading of various securities in an inbound call center environment
Manage service requests including account opening, asset movement, and trade facilitation
Required Qualifications
Active FINRA Series 7 and Series 63 licenses required
FINRA fingerprinting required
2+ years of customer service experience, preferably in financial services
Knowledge of equities trading, fixed income, and options
Prior remote work experience preferred
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Brokerage Associate • Santa Rosa, California, United States
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