Remote High Net Worth Service Associate in San Jose
Company: VirtualVocations
Location: Fayetteville
Posted on: November 22, 2021
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Job Description:
A financial services company needs applicants for an opening for
a Remote High Net Worth Service Associate in San Jose. Core
Responsibilities of this position include: Engaging with customers,
via inbound calls Responding to inquiries, and providing product
and service level guidance Processing customer requests Skills and
Requirements Include: Occasional in-person participation with your
peers Series 7 required Strong technological savvy and comfort with
learning how to use new tools 2-3 years of previous experience
working in the financial services industry Proven customer service,
client support and problem resolution skills Knowledge and
understanding of general financial planning concepts
Keywords: VirtualVocations, Fayetteville , Remote High Net Worth Service Associate in San Jose, Other , Fayetteville, North Carolina
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