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Remote High Net Worth Service Associate in San Jose

Company: VirtualVocations
Location: Fayetteville
Posted on: November 22, 2021

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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