About this role
Financial Services - Senior Client Service Representative at Fortune Financial. Location: Hopkins, Minnesota, United States. Role: Provide client service, Open accounts, Maintain client database Requirements: Series 6/7/66 licenses, securities/financial services exp., MS Office proficiency, strong communication, confidentiality, independent work ethic. Category: Customer Service Seniority: Senior Level Tools: Microsoft Office, RedTail, CRM, Account management systems Certifications: series 6, series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English