Financial Case Advisor- Series 7 Professional
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More Customer Support jobs →Description
Title: Financial Case Advisor (Series 7 Required) Duration: 6 months (possible extension/ conversion) Location: MN Hybrid Key
Responsibilities
Participate in low to moderately complex customer service initiatives and identify opportunities for process improvements Review and analyze routine to moderately complex customer service issues requiring research and evaluation Provide timely and accurate support to clients regarding brokerage accounts and services Present recommendations and solutions…
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