Financial Advisor - Call Center
Plano, TX 75024
* Speak with account holders about what steps need to be taken to prepare their account for the conversion.
* If the customer does not want to continue, agent will inform them about options for liquidation.
* Call Center Environment
* Handle sensitive information and call escalations.
* Series 7 license
* Series 66/63 license
* Call center experience
* High pressure situations
* Attention to Detail
* Data Entry
* High School Diploma Required
* Associates/Bachelors Degree Preferred