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Remote Investor Services Brokerage Associate

Company: VirtualVocations
Location: Port Saint Lucie
Posted on: August 1, 2022

Job Description:

An insurance company is searching for a person to fill their position for a Remote Investor Services Brokerage Associate.

Individual must be able to fulfill the following responsibilities:
Service new and existing client needs via inbound calls
Handle client trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities
Engage customers in an Investment Recommendation Conversation
Qualifications Include:

2+ years of financial customer service experience
Strong technological skills and an ability to multi-task across systems
Past brokerage and mutual fund trading experience
Comprehensive PC skills including ability to quickly learn Empower Retirement's recordkeeping system - -
Comprehensive professional skills

Keywords: VirtualVocations, Port St. Lucie , Remote Investor Services Brokerage Associate, Other , Port Saint Lucie, Florida

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