FINRA Licensed Service Associate
Company: VirtualVocations
Location: Pasadena
Posted on: January 28, 2025
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Job Description:
A company is looking for a Premier Service Associate to support
clients with their investment needs in a remote call center
environment.
Key Responsibilities
Service new and existing client needs via inbound calls
Engage customers in investment recommendation conversations
Demonstrate knowledge of brokerage transactions and regulatory
requirements
Required Qualifications
Bachelor's Degree required
2+ years of financial customer service experience
Strong understanding of operational and investment needs of
customers
Knowledge of current financial markets and retirement account
operations
FINRA Series 6 and Series 63 required at start
Keywords: VirtualVocations, Los Angeles , FINRA Licensed Service Associate, Other , Pasadena, California
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