Registered Client Care Representative (WI)
Company: VirtualVocations
Location: Memphis
Posted on: February 1, 2025
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Job Description:
A company is looking for a Registered Client Care Services
Representative (s6 & s63) - Remote.
Key Responsibilities
Provide personalized client experiences by answering questions and
assisting with products or services in a call center
environment
Resolve inquiries and transactions for Financial Representatives
and clients, including complex issues
Educate clients on self-service capabilities and manage phone and
transactional responsibilities while maintaining
confidentiality
Required Qualifications
Associates degree in business or related field or equivalent
experience
Minimum of 2 years of related customer service experience
Advanced understanding of investment or income markets and
products
Required certifications: Series 63, Series 6, and SIE - FINRA
Demonstrated computer experience and proficiency with current
software packages
Keywords: VirtualVocations, Memphis , Registered Client Care Representative (WI), Other , Memphis, Tennessee
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here to apply!
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