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Client Services Representative

Cetera Financial Group
Phoenix, AZ
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External Description Str : This person supports Financial Professionals ...
Details
Summary
About the job:
(Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This role may cover up to 3 Financial Professionals. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. The successful candidate is a sales assistant holding some licensing that may...
Location:
Phoenix, AZ
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
Financial Industry Regulatory Authority
FINRA / NASD Series 6
State insurance license
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
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Location: Phoenix
(Radius: Exact location only)
Job Type: Part-time
Salary: High Income Jobs ($80K-$99K)
Occupation: Customer Service Representatives
Industry: Finance and Insurance
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