Job Details

A company is looking for a Brokerage Services Registered Analyst - Series 6/7/63 - Remote.Key ResponsibilitiesProvide advice and support to clients and financial advisors on securities transactions and investment needsAnalyze and process investment transactions while ensuring accuracy and complianceDeliver exceptional client service by addressing inquiries and promoting client retentionRequired QualificationsFINRA Series 7 and 63 LicensesAssociates degree in business or related field or equivalent experienceMinimum of 4 years of customer service experienceExpert knowledge of investment products and tax implicationsAbility to handle a high volume of calls with accuracy