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FINRA Licensed Brokerage Associate
VirtualVocationsPasadena, California, United States30+ days ago
Job type
- Full-time
Job description
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 • Pasadena, California, United States
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