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Financial Advisor - Call Center

Plano, TX 75024

Post Date: 07/31/2018 Job ID: JN -072018-109957 Industry: Accounting & Finance
Responsibilities:

* 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.

Requirements:

* Series 7 license
* Series 66/63 license
* Call center experience
* Escalations
* High pressure situations
* Attention to Detail
* Data Entry

Education:

* High School Diploma Required
* Associates/Bachelors Degree Preferred

Ashli Zimmerman


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