Remote High Remote Net Worth / Customer Associate Representative

Insight Global Remote
remote representative remote series 7 customer service financial financial services services industry calls engagement existing clients
January 20, 2023
Insight Global
Irvine, California
FULL_TIME

Duration: Perm

Remote


Must haves:

- Series 7 license

- Customer service experience within the financial services industry


Day to day:

- Inbound/outbound calls

- Proactively reach out to clients for engagement

- Assist customers with any questions/problems that arise

- Deepening relationships with existing clients


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