Remote Investor Services Brokerage Associate
Company: VirtualVocations
Location: Baltimore
Posted on: August 7, 2022
|
|
|
Job Description:
An insurance company is searching for a person to fill their
position for a Remote Investor Services Brokerage Associate.
Individual must be able to fulfill the following
responsibilities:
Service new and existing client needs via inbound calls
Handle client trading of Equity, ETF, Mutual Fund, Options and
Fixed Income securities
Engage customers in an Investment Recommendation Conversation
Qualifications Include:
2+ years of financial customer service experience
Strong technological skills and an ability to multi-task across
systems
Past brokerage and mutual fund trading experience
Comprehensive PC skills including ability to quickly learn Empower
Retirement's recordkeeping system - -
Comprehensive professional skills
Keywords: VirtualVocations, Baltimore , Remote Investor Services Brokerage Associate, Other , Baltimore, Maryland
|
Click
here to apply!
|
