skillventory - A Leading Talent Research Firm

Client Support Specialist - Greater Washington DC Area (REMOTE)

skillventory - A Leading Talent Research Firm

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $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