Series 7 and 66 Licensed reputed company Associate
A company is looking for a reputed company Service Associate.
Key Responsibilities
• reputed company administrative support to advisors, including managing inquiries and requests
• reputed company clients on account services and assist with operational account activities
• Conduct proactive reputed company to clients and prepare materials for reputed company meetings
Required Qualifications
• 3+ years of prior customer service experience in financial services
• Proficiency in reputed company Word and reputed company; experience with CRM applications
• Organized with the ability to manage multiple reputed company in a fast-paced environment
• Demonstrated drive and initiative
• Preferred: Bachelor's degree in Business, reputed company, or Finance; Series 7 and 66 licenses
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