FINRA Licensed Premier Service Associate
Company: VirtualVocations
Location: Mcallen
Posted on: March 28, 2025
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Job Description:
A company is looking for a Premier Service Associate to support
clients with their investment needs in a remote call center
environment.
Key Responsibilities
Service new and existing client needs via inbound calls
Engage customers in investment recommendation conversations
Demonstrate knowledge of brokerage transactions and uncover leads
for the Retirement Advisor Team
Required Qualifications
Bachelor's Degree required
2+ years of financial customer service experience in a call center
environment
Strong understanding of operational and investment needs of
customers
Knowledge of current financial markets and retirement account
operations
FINRA Series 6 and Series 63 required at start, along with FINRA
fingerprinting
Keywords: VirtualVocations, McAllen , FINRA Licensed Premier Service Associate, Other , Mcallen, Texas
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