| Title: Investment Specialist
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| Location: Waltham, MA
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| Job Type: Contract
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| Compensation: $20.00 to $20.00 per Hour
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| Reference Code: 950710-NRC
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| Description: Investment Specialists are responsible for executing and confirming securities transactions initiated by retail clients and providing assistance to clients on request. Investment Specialists primarily support our self-directed customers with service requests, new account inquiries, asset consolidation, trades and brokerage consumer portal inquiries. They may also partner with Financial Advisors to support full-service customers with service requests and trades. Investment Specialists may provide limited research and counseling services on some products but do not develop client relationships.
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Requirements: Required:
- Must currently hold an active Series 7 license to be considered
- Series 63 or Series 66 is preferred but not required; the incumbent will be required to obtain the Series 63 upon hire
Desired:
- Bi-lingual Spanish speaking is a plus
- Call center experience is a plus
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