Series 7 & 63 Licensed Account Specialist

A company is looking for an Account Protection Specialist (Remote). Key Responsibilities Access systems and document steps taken to efficiently service customers Communicate professionally with customers and cross-functional teams regarding fraud and financial crimes prevention Review documentation for validity and participate in projects to enhance customer and fraud experience Required Qualifications Experience in customer experience, operations, and risk management Background in fraud prevention Proficient in Microsoft Office/Google Apps Ability to multi-task in a fast-paced environment Experience in Financial Services, FinTech, or related fields is a plus

Apr 24, 2025 - 00:40
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Series 7 & 63 Licensed Account Specialist
A company is looking for an Account Protection Specialist (Remote). Key Responsibilities Access systems and document steps taken to efficiently service customers Communicate professionally with customers and cross-functional teams regarding fraud and financial crimes prevention Review documentation for validity and participate in projects to enhance customer and fraud experience Required Qualifications Experience in customer experience, operations, and risk management Background in fraud prevention Proficient in Microsoft Office/Google Apps Ability to multi-task in a fast-paced environment Experience in Financial Services, FinTech, or related fields is a plus