Job Description
Description
+ Submit state registrations, FINRA exam requests, name changes and phone number updates for representatives
+ Follow up as needed for additional information from representatives
+ Navigate through RegEd, FINRA and online systems
+ Analyze responses and be able to know when additional follow up or escalation is needed
+ Prioritize multiple requests
+ Excellent customer service skills
+ Ability to keep excellent records and documentation
Additional Skills & Qualifications
+ 1+ years of support experience in financial services, insurance, or related financial organization a plus
+ College degree is preferred
+ Must have strong communication skills
+ Ability to handle multiple tasks in a high-volume, fast-paced environment
+ Computer proficiency with Word and Excel
+ Strong detail orientation and prioritization skills
+ Ability to work in...
+ Submit state registrations, FINRA exam requests, name changes and phone number updates for representatives
+ Follow up as needed for additional information from representatives
+ Navigate through RegEd, FINRA and online systems
+ Analyze responses and be able to know when additional follow up or escalation is needed
+ Prioritize multiple requests
+ Excellent customer service skills
+ Ability to keep excellent records and documentation
Additional Skills & Qualifications
+ 1+ years of support experience in financial services, insurance, or related financial organization a plus
+ College degree is preferred
+ Must have strong communication skills
+ Ability to handle multiple tasks in a high-volume, fast-paced environment
+ Computer proficiency with Word and Excel
+ Strong detail orientation and prioritization skills
+ Ability to work in...