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Remote High Net Worth Service Associate in Greater Houston


This is a Full-time position in Spring, TX posted May 17, 2021.

A financial services company has a current position open for a Remote High Net Worth Service Associate in Greater Houston.Individual must be able to fulfill the following responsibilities: Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests Conducting pro-active outbound calls to communicate resolution to the client or secure additional information to close out the requestQualifications Include: Series 07 – FINRA certificate Proven customer service, client support and problem resolution skills Exceptional verbal and written communication skills Ability to effectively influence others and use consultative skills to enrich the customer experience Robust time management and organizational skills

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