Upvote
Downvote
Brokerage Client Service Specialist
Share Job
- Suggest Revision
Full-time
- The role of Wealth Management – Brokerage Client Service Specialist provides candidates with an introduction into the world of Investments Products via the delivery of world class customer service experience in our Contact Center.
- Candidates will be part of an integrated Investment Operations workforce and collaborate with departments responsible for opening/maintaining brokerage accounts, performing trades for equity/fixed income/mutual fund clients and assisting clients with money movements.
- Gain deeper knowledge and understanding of Wealth Management Investment products (Stocks, Bonds, Mutual Fund, Annuity) to handle customer inquiries with increasing complexity
- Goal oriented professionals with an interest Wealth Management and Investment Products
- SIE, Series 7 or Series 63 licensed professionals are encouraged to apply
Active Job
Updated 1 month agoSimilar Job
Relevance
Active