Customer Service Associate Licensed
Indexed description
Wells Fargo Customer Service Associate Licensed 11 Hours AgoSaved Hybrid Minneapolis, MN, USA 28K-42K Hourly Entry level 28K-42K Hourly Entry levelFintech • Financial ServicesAssist brokerage clients by telephone with trades, account servicing, funding, documentation, website navigation, and complex transaction resolution. Maintain accurate account records, monitor compliance and maintenance pipelines, explain investment products and market terminology, support frontline staff, and collaborate with managers and stakeholders. The role requires FINRA licensing, strong communication, attention to detail, customer empathy, and the ability to research and resolve complex financial service issues.Top Skills: Finra Series 63Finra Series 66Finra Series 7MS OfficeSecurities Industry Essentials (Sie)
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