All roles

Open role

[Remote] Financial Customer Service Professional

Remote · Finland Full-time

Note: The job is a remote job and is open to candidates in USA. Austin & Associates Inc is a company focused on transforming the financial industry through innovative thought and problem-solving. They are seeking a Financial Customer Service Professional who will work closely with Financial Advisors to assist clients in achieving their long-term financial goals while receiving comprehensive training and support.

Responsibilities

  • Shadow current Financial Advisors
  • Comprehensive 6-month training including an experienced peer to help mentor you
  • A wide support network that extends from your branch office to your region to the home office
  • You'll often work independently but will have a team of thousands backing you every step of the way

Skills

  • Excellent client service and communication skills
  • Demonstrated ability to achieve high levels of customer satisfaction
  • Basic knowledge of finance and investment services
  • Strong problem-solving skills and attention to detail
  • Ability to work well in a team environment
  • Clean background
  • MUST reside in the United States
  • MUST be 18 or older
  • Experience in financial services or customer service is a plus, but not required
  • Series 6 or 63 licenses is a plus, but not required

Benefits

  • Access to financial products
  • Ability to obtain financial licenses (Life, Series 6, 26, 63, 65)
  • 1099 (Commission + Bonuses + Residuals)

Company Overview

  • Established in 2001 with the intent to build financial principles with average and ordinary people who own their own offices across the United States. It was founded in 2001, and is headquartered in Greenwood Village, CO, US, with a workforce of 11-50 employees. Its website is .
  • More open positions

    [Remote] XTN-6293207 | SALES OPERATIONS OFFICER

    Work from home Full-time role

    [Remote] Associate Director of Data Science

    Work from home Full-time role

    [Remote] Fund Raising and Development Consultant

    Work from home Full-time role

    [Remote] Manager, Scaled Customer Success

    Work from home Full-time role

    [Remote] Principal AI/ML Engineer - Sales Engineer- Remote

    Work from home Full-time role

    Associé(e) administratif(ve) - télémédecine

    Work from home Full-time role

    Trending Writer

    Work from home Full-time role

    Remote Data Entry Specialist – Entry-Level Work From Home Opportunity with Comprehensive Training and Career Growth Path

    Work from home Full-time role

    [Remote] Associate Mechanical Engineer

    Work from home Full-time role

    Mathematics Curriculum Developer

    Work from home Full-time role

    Benefits Specialist | Remote

    Work from home Full-time role

    Remote Clerical Assistant

    Work from home Full-time role

    Experienced Remote Customer Service Specialist – Delivering Exceptional Careerzynith Experiences

    Work from home Full-time role

    Environmental Cost Estimator

    Work from home Full-time role

    [Remote] Human Resources Business Partner

    Work from home Full-time role

    Experienced Part Time Storage Customer Service Representative – Remote Opportunity with careerzynith

    Work from home Full-time role

    Business Analyst, Vendor Relations, MSP, Remote

    Work from home Full-time role

    Senior Technical Data Analyst

    Work from home Full-time role

    Online Medical Transcriptionist - Remote Healthcare Documentation

    Work from home Full-time role

    Remote Clerical Job Bank Open Now (405) Sacramento, CA

    Work from home Full-time role

    Digital Governance Operations Consultant, DGCA - Website, Editorial and Governance Section, HQ, 9 months, Valencia, Spain (Remote)# 593690

    Work from home Full-time role