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
Report this job