Registered Investment Analyst - Series 7/63

A company is looking for a Brokerage Services Registered Analyst - Series 6/7/63 - Remote. Key Responsibilities Provide advice and support to clients and financial advisors on securities transactions and investment needs Analyze and process investment transactions while ensuring accuracy and compliance Deliver exceptional client service by addressing inquiries and promoting client retention Required Qualifications FINRA Series 7 and 63 Licenses Associates degree in business or related field or equivalent experience Minimum of 4 years of customer service experience Expert knowledge of investment products and tax implications Ability to handle a high volume of calls with accuracy