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FINRA Licensed Brokerage Associate
A company is looking for a Brokerage Service Associate to support clients in an inbound call center environment. Key Responsibilities Provide exceptional service and support to retail customers while explaining retirement concepts Manage service requests including account opening, asset movement, and facilitating trades Assist clients with trading various securities and deliver a responsive client experience Required Qualifications Bachelor's Degree required 2+ years of financial customer service experience Experience trading in equities, fixed income, and options FINRA Series 7 and Series 63 required, along with FINRA fingerprinting
A company is looking for a Brokerage Service Associate to support clients in an inbound call center environment.
Key Responsibilities
Provide exceptional service and support to retail customers while explaining retirement concepts
Manage service requests including account opening, asset movement, and facilitating trades
Assist clients with trading various securities and deliver a responsive client experience
Required Qualifications
Bachelor's Degree required
2+ years of financial customer service experience
Experience trading in equities, fixed income, and options
FINRA Series 7 and Series 63 required, along with FINRA fingerprinting