customer service rep series 7 or 6 license req Job in Nyc 10018, New York US
Our client is seeking 6 temp to perm customer service reps with series 6 or 7 licence req
Job Purpose:,
Serves customers by establishing accounts; executing orders; keeping customers informed.
Duties:
* Establishes accounts by inputting information into the securities management system.
* Executes purchases and sales by inputting orders.
* Keeps customers informed by providing quotes, market information, and published analyses; verifying account data; confirming purchases and sales.
* Balances daily transactions by comparing reports and orders.
* Avoids legal challenges by complying with legal requirements.
* Helps customers by providing service information; answering questions.
* Maintains customer confidence by keeping account information confidential.
* Updates job knowledge by participating in educational opportunities.
* Accomplishes brokerage mission by completing related results as needed.
Skills/Qualifications:
Phone Skills, Financial Software, Independence, Multi-tasking, Customer Service, Thoroughness, Informing Others, Handles Pressure, General Math Skills, Reporting Research Results, Attention to Detail