Wealth & Investment Client Services Associate

A leading financial institution is seeking an Intermediate Associate Telesales Representative in Jacksonville, Florida. This position involves servicing and supporting clients primarily through phone calls, ensuring high-quality client experience, and adherence to regulatory compliance. Candidates should have 2-5 years of experience in client service or sales within financial services and possess strong communication skills. A Bachelor's degree is preferred along with relevant certifications such as FINRA Series 7 and 63. #J-18808-Ljbffr