Premier Service Associate - State Licensed

Company: VirtualVocations
Location: Sunnyvale
Posted on: November 8, 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 and follow up proactively
Demonstrate knowledge of brokerage transaction and regulatory requirements

Required Qualifications

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, Manteca , Premier Service Associate - State Licensed, Other , Sunnyvale, California

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