Remote Client Relations Financial Representative
Company: VirtualVocations
Location: Chesapeake
Posted on: June 22, 2022
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Job Description:
A financial services and investment firm is in need of a Remote
Client Relations Financial Representative.
Core Responsibilities of this position include:
Working with callers who contact our Client Relations department to
assist with providing solutions to their questions
Servicing clients needing financial advice in the absence of the
financial advisor
Answering incoming calls from company branches and provide
information/training on Order Service policies/procedures
Skills and Requirements Include:
3+ years of industry experience with at least 1 year registered
experience required
Ability to evaluate compliance and regulatory risk based on client
situations
Series 7 and 66 required at time of application combined with in
depth product knowledge
Excellent verbal and written communication skills
Skilled in conflict resolution
Keywords: VirtualVocations, Chesapeake , Remote Client Relations Financial Representative, Accounting, Auditing , Chesapeake, Virginia
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