MountVernonRecruiter Since 2001
the smart solution for Mount Vernon jobs

Series 65 Licensed Client Specialist

Company: VirtualVocations
Location: Philadelphia
Posted on: February 4, 2025

Job Description:

A company is looking for a Client Experience & Onboarding Specialist.



Key Responsibilities

Respond to customer requests via phone and email, assisting with account openings and navigation
Provide information about investment philosophy and account mechanics to prospects and clients
Maintain detailed records of client interactions and collaborate with custodians to resolve inquiries


Required Qualifications

Series 65 or equivalent license (CFP, Series 66, ChFC, CFA) for personalized investing advice
Fluency in various brokerage account types
Adaptability and flexibility in a fast-paced environment
Strong technical skills for assisting clients with computer and smartphone issues
Experience in customer service or administration is preferred

Keywords: VirtualVocations, Mount Vernon , Series 65 Licensed Client Specialist, Other , Philadelphia, New York

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest New York jobs by following @recnetNY on Twitter!

Mount Vernon RSS job feeds