Talent.com
VirtualVocations
Series 7 Licensed Investment SpecialistVirtualVocations • Tulsa, Oklahoma, United States
Series 7 Licensed Investment Specialist

Series 7 Licensed Investment Specialist

VirtualVocations • Tulsa, Oklahoma, United States
2 days ago
Job type
  • Full-time
Job description
To support a growing team, the full-time Series 7 Licensed Investment Specialist will manage customer communications regarding treasury products, educate users on product functionality, and resolve complex issues while working remotely or from designated office locations. Key responsibilities: Own customer communications across chat and email, addressing application questions and complex treasury/investment topics Educate customers on product functionality and its integration within their accounts Identify systemic issues and collaborate with product and engineering teams to propose solutions Required qualifications: Active Series 7 and S63 or S65 licenses; Series 99 is a plus 3+ years of experience in a fintech customer experience/support role or a similarly complex, regulated environment Deep knowledge of treasury, mutual funds, and equity trading products Proficiency with CRM and support tools, preferably Zendesk A data-driven mindset with the ability to use insights to identify trends and drive decisions
Create a job alert for this search

Series 7 Licensed Investment Specialist • Tulsa, Oklahoma, United States

Similar jobs

Treasury Management Specialist II

Stride Bank NaTulsa, OK, United States
Full-time

Treasury Management Specialist II.Position Type: Full Time Job Shift: Day Education Level: High School / GED Travel Percentage: Negligible Category: Banking.The Treasury Management (TM) Specialist ... Show more

 • Promoted

Contract Analyst II

Helmerich & PayneTulsa, OK, United States
Full-time

At H&P, our people are our strength.Since 1920, Helmerich and Payne has been the industry's most trusted partner in drilling productivity and reliability.As the world changes, so does our approach.... Show more

 • Promoted

Business Process Professional III - Asset Integrity

ONEOKTulsa, OK, United States
Full-time

WeAreONEOK Fortune 500 company.Leading midstream service provider.This position is part of ONEOK's Innovative Solutions and Optimization group and serves as a Business Process Professional support... Show more

 • Promoted

Senior Contracts Specialist

Babcock PowerTulsa, OK, United States
Full-time

Position Summary:TEi is seeking a highly experienced Sr Contracts Specialist to join a Dynamic Team at it's Tulsa, OK or La Palma, CA offices.In this role the Sr Contracts Specialist responsibiliti... Show more

 • Promoted

Collateral & Delivery Specialist I

Gateway Mortgage CorporationJenks, OK, United States
Full-time

Mortgage Collateral & Delivery Specialist ICollateral & Delivery Specialist I is responsible for processing the collateral files for all loans closed or purchased by the company.This positi... Show more

 • Promoted

Utility Management Services Business Class Lead

HDRTulsa, OK, United States
Full-time

Utility Management Services (Ums) Business Class Lead.At HDR, our employee-owners are fully engaged in creating a welcoming environment where each of us is valued and respected, a place where every... Show more

 • Promoted

Specialist Lead, Firm Financial Systems

DeloitteTulsa, OK, United States
Full-time

Specialist Lead, Firm Financial Systems.Finance Systems is seeking a Specialist Lead to support finance transformation by improving the effectiveness of accounting processes, controls, and supporti... Show more

 • Promoted

Claims Specialist

SixtTulsa, OK, United States
Full-time

Claims SpecialistAre you ready to take the wheel and drive success? As a full-time Claims Specialist at SIXT, you'll be at the heart of our dynamic operation, ensuring every detail aligns for a sea... Show more

 • Promoted

Consumer Loan Documentation Specialist II

Mabrey BankTulsa, OK, United States
Full-time

Consumer Loan Documentation Specialist IIAs our Consumer Loan Documentation Specialist II, you will hold responsibility for preparing consumer loan documents and reviewing closed loan commitments o... Show more

 • Promoted

Continuous Improvement Specialist II

AAONTulsa, OK, United States
Full-time

Supports site-level continuous improvement initiatives by leading projects that enhance operational efficiency, product quality, and process reliability.Partners with leadership, supervisors, and f... Show more

 • Promoted

Document Controls Specialist

5 Star RecruitmentTulsa, OK, United States
Full-time

The Document Controls Specialist III is responsible for carrying out the DC processes to support the document control objectives.This is a project-centric role with the projects varying in size and... Show more

 • Promoted

Financial Aid Specialist

Tulsa Community CollegeTulsa, OK, United States
Full-time

The Financial Aid Specialist is responsible for gathering relevant financial aid documents, carefully reviewing them for accuracy and completeness and evaluating the contents to ensure they meet es... Show more

 • Promoted

Project Controls Specialist

Marathon PetroleumTulsa, OK, United States
Full-time

At MPC, we're committed to being a great place to work one that welcomes new ideas, encourages diverse perspectives, develops our people, and fosters a collaborative team environment.The Project C... Show more

 • Promoted

Client Solutions Manager

Slice Merchant ServicesSand Springs, OK, US
Full-time

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions... Show more

 • Promoted

Documentation Risk Specialist II

BOK FinancialTulsa, OK, United States
Full-time

Documentation Risk Specialist II.Primarily responsible for analyzing commitments for new, renewed and amended credit transactions for complex loan types in order to determine the documentation requ... Show more

 • Promoted

Business Development Specialist, Transportation

Assa Abloy GroupTulsa, OK, United States
Full-time

Business Development Specialist, Education-South.Ameristar Perimeter Security USA, an ASSA ABLOY branded company, is looking for a Business Development Specialist for Education.The primary function... Show more

 • Promoted

Payment Solutions Specialist

Blue Sky BankTulsa, OK, United States
Full-time

Join Blue Sky Bank's team as a Payment Solutions Specialist in Tulsa, OK! Ensure accuracy.Support seamless payment operations.As a Payment Solutions Specialist, you will play a key role in supporti... Show more

 • Promoted

Financial Aid Specialist

Community Highered InstituteTulsa, OK, United States
Full-time

Community Care College - Tulsa, OK 74145.Position Type Full Time Education Level 2 Year Degree Category Education.Directs and coordinates the delivery of student financial aid and the maintenance o... Show more

 • Promoted

US Global | Relocation Services | Senior Relocation Specialist

DeloitteTulsa, OK, United States
Full-time

Deloitte's US Global organization is seeking a Senior Relocation Specialist.You will work closely with our Deloitte professionals and their families to provide high-touch, personalized relocation s... Show more

 • Promoted

Compliance - Compliance & Risk Management Specialist

CommUnityCareTulsa, OK, United States
Full-time

Compliance And Risk Management SpecialistThe Compliance and Risk Management Specialist assists in the ongoing success of CommunityCare's Compliance program and Enterprise Risk Management (ERM) prog... Show more