Series 65 Licensed Client Specialist
Company: VirtualVocations
Location: Tulsa
Posted on: January 27, 2025
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Job Description:
A company is looking for a Client Experience & Onboarding
Specialist.
Key Responsibilities
Respond to customer requests via phone and email, assisting with
account openings and navigation
Provide information about investment philosophy and account
mechanics to prospects and clients
Maintain detailed records of client interactions and collaborate
with custodians to resolve inquiries
Required Qualifications
Series 65 or equivalent license (CFP, Series 66, ChFC, CFA) for
personalized investing advice
Fluency in various brokerage account types
Adaptability and flexibility in a fast-paced environment
Strong technical skills for assisting clients with computer and
smartphone issues
Experience in customer service or administration is preferred
Keywords: VirtualVocations, Fort Smith , Series 65 Licensed Client Specialist, Other , Tulsa, Arkansas
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