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Remote Client Relations Financial Representative

Company: VirtualVocations
Location: Baton Rouge
Posted on: June 22, 2022

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, Baton Rouge , Remote Client Relations Financial Representative, Accounting, Auditing , Baton Rouge, Louisiana

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