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Customer Relationship Advocate Career Development Experience- Salt Lake City, UT
Salt Lake City, Utah, United States
HybridFull Time
Prepare for FINRA SIE, Series 7 and 63 licensing (sponsored), provide inbound client support, strong problem solving, multitasking across systems, and excellent communication.
5d
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Mark Applied
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Customer Relationship Advocate Career Development Experience- Salt Lake City, UT
Salt Lake City, Utah, United States
HybridFull Time
Provide inbound customer service for brokerage and retirement clients, obtain FINRA SIE/Series 7/63 licenses (sponsored), handle trade and money-movement requests, and learn proprietary platforms.