Legal Marketing and Case Support Specialist
Job Duck
Client Support Specialist - Greater Washington DC Area (REMOTE)
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteSalary
💰 $46,000 - $75,000 per year
Job Level
JuniorMid-Level
About the role
- Engage with customers, via inbound calls, responding to their inquiries which may include providing product and service level guidance
- Processing transactions to include options, equities, mutual funds and fixed income trades
- Address other specialized monetary requests
Requirements
- Series 7 required
- Series 63 or ability to obtain within 90 days
- 2-3 years of previous financial services experience
