This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
Remote, licensed Client Support Specialist in the Greater Orlando Metro area focused on enhancing relationships with high-net-worth clients who have assets of $250,000 to $1 million.
Job Responsibility:
Enhancing relationships with high-net-worth clients
Engaging with customers via inbound calls
Responding to customer inquiries
Providing product and service level guidance
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Requirements:
Series 7 required
Series 63 preferred
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools