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LIC Advanced Brokerage Operations Professional 2

Company: VirtualVocations
Location: Concord
Posted on: November 14, 2023

Job Description:

A company is looking for an Advanced Brokerage Operations Professional, LIC-2.
Key Responsibilities:

Answer incoming phone calls and process new account documents, maintenance requests, transfers, and distributions
Analyze and process non-routine and/or complex new business and service transactions
Provide high-quality customer service by communicating detailed and accurate information to ensure client satisfaction

Required Qualifications:

High School diploma with 1-2 years of related experience
FINRA Series 7 and 63/65, or 66 required or obtained within 90 days of hire
Proficiency in MS Excel, MS Word, and applicable financial reporting tools
Ability to work day and/or evening shifts according to volume forecasts

Keywords: VirtualVocations, Concord , LIC Advanced Brokerage Operations Professional 2, Other , Concord, California

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