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Client Service Associate job in Weehawken at ApTask

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Client Service Associate at ApTask

Client Service Associate

ApTask Weehawken, NJ Contractor
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Candidate need to have their Series 7 or 63 licenses.  



Candidates must have flexibility in work schedule. Hours of operation for this team are Monday – Friday, 3 am until 11 pm ET.  Shifts are standard 8 hours with a 30 minute break for lunch





Answer inbound calls and emails from our client participants.


Educate clients on account services and capabilities


Have an understanding of Financial Services terminology



Financial services/Banking/ Brokerage experience preferred

Recommended Skills

Brokerage
Scheduling
Series 7 General Securities Representative License (Stockbroker)
Financial Services
Banking
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