Investment Client Care Brokerage Services Representative - Atlanta, GA

Only for registered members Atlanta, GA, United States

3 weeks ago

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Job summary

This is an on-site position. Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team for Self-Directed, Centralized Advisor Center (CAC) assigned and Signature Advantage brokerage clients via phone.
A broker will answer client inquiries with a professional attitude and manner while adhering to measurable departmental goals

Qualifications

  • Hold FINRA Series 7 & Series 63 or 66 licenses.
  • ,
  • Demonstrate proficiency in written and verbal communications.
  • ,
  • Maintain knowledge of industry regulations related to products.
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