Sandy, UT · On-site +1
George, UT, with remote flexibility in Price, Logan, Cedar City, St. George, Provo, Salt Lake City ... Your day starts with a series of inbound and outbound calls that keep you engaged as you tackle ...
Sandy, UT · On-site +1
George, UT, with remote flexibility in Price, Logan, Cedar City, St. George, Provo, Salt Lake City ... Your day starts with a series of inbound and outbound calls that keep you engaged as you tackle ...
Santa Clara, UT · On-site +1
George, UT, with remote flexibility in Price, Logan, Cedar City, St. George, Provo, Salt Lake City ... Your day starts with a series of inbound and outbound calls that keep you engaged as you tackle ...
New
Santa Clara, UT · On-site +1
George, UT, with remote flexibility in Price, Logan, Cedar City, St. George, Provo, Salt Lake City ... Your day starts with a series of inbound and outbound calls that keep you engaged as you tackle ...
New
Salt Lake City, UT · On-site +1
As a Series C company with consistently high year-over-year growth, we're scaling fast and ... US - Remote Reports to: Sr. Director of Defend Account Management Segment: Enterprise & Strategic ...
Quick apply
Salt Lake City, UT · On-site +1
As a Series C company with consistently high year-over-year growth, we're scaling fast and ... US - Remote Reports to: Sr. Director of Defend Account Management Segment: Enterprise & Strategic ...
Sandy, UT · On-site +1
$125K - $163K/yr
This position is NOT remote. Selectee will be required to report to the office listed above. Learn ... Qualifications THE ENGINEER SERIES HAS AN INDIVIDUAL OCCUPATIONAL REQUIREMENT. ALL APPLICANTS MUST ...
Sandy, UT · On-site +1
$125K - $163K/yr
This position is NOT remote. Selectee will be required to report to the office listed above. Learn ... Qualifications THE ENGINEER SERIES HAS AN INDIVIDUAL OCCUPATIONAL REQUIREMENT. ALL APPLICANTS MUST ...
A Remote Series 7 job is a position that requires a Series 7 license and allows you to work from home or another remote location. These roles typically involve buying and selling securities, providing investment advice, and assisting clients with financial transactions. Common job titles include remote financial advisor, stockbroker, or investment representative. Employers may provide online platforms to facilitate trading and client communication. Remote Series 7 jobs offer flexibility but still require adherence to industry regulations and company policies.
To thrive as a Remote Series 7 professional, you need strong knowledge of securities, financial markets, and investment strategies, supported by an active FINRA Series 7 license. Familiarity with trading platforms, CRM systems, and portfolio management tools is typically required. Excellent communication, self-motivation, and time management skills help remote advisors build trust and maintain productivity. These competencies are crucial for effectively serving clients, complying with regulations, and succeeding in a remote environment.
One key challenge for remote Series 7 representatives is maintaining effective communication with clients and team members without face-to-face interactions. Staying proactive in managing client accounts and responding promptly to inquiries requires strong organizational skills and the discipline to work independently. Remote roles also demand regular updates on compliance procedures and market changes, often handled via virtual training or meetings. By adopting robust digital tools and setting clear routines, remote advisors can overcome these challenges and build trusted client relationships.
For Remote Series 7 jobs in Utah, the most frequently searched job titles are:
The top searched job categories for Remote Series 7 jobs in Utah are:
Cities in Utah with the most Remote Series 7 job openings:
Full-time
Medical, Dental, PTO
Posted 25 days ago
Welcome to Yessio LLC! We are an energetic business solutions company located in Sandy and St. George, UT, with remote flexibility in Price, Logan, Cedar City, St. George, Provo, Salt Lake City, and other areas throughout Utah. We're seeking an enthusiastic individual to join our team as a full- or part-time Account Services Specialist. If you're passionate about helping others and eager to grow in a vibrant company, keep reading about what we offer this customer service role!
EXCELLENT BENEFITS
INTRIGUED?
Apply now and be part of a family-owned business that values and celebrates its employees!
YOUR NEW ROLE AS OUR ACCOUNT SERVICES SPECIALIST
We offer our full- or part-time Account Services Specialists a flexible Monday through Friday schedule between 7:00 a.m. and 6:00 p.m., with rotating Saturdays from 8:00 a.m. to 2:00 p.m.
Your day starts with a series of inbound and outbound calls that keep you engaged as you tackle diverse customer inquiries via phone and email. Each interaction is an opportunity to shine, whether you're verifying account information, building rapport, or educating customers on their options. Your keen attention to detail ensures accuracy as you verify banking and employment details, process payments, and set up new accounts. With each interaction, you deliver top-notch customer service and achieve quality results, making a tangible impact on our customers and driving our company's success.
REQUIREMENTS
ABOUT OUR FAMILY AT YESSIO LLC
Established in 2011, we are a family-owned business services vendor for various companies that need assistance with their operations and sales teams. Our clients rely on the excellent service that we provide. We care deeply for our employees and treat them like family. We value high-performing employees and offer incentives and bonuses for great work. We also offer great benefits, ongoing paid training, and a positive work culture.
If you think this full- or part-time customer service job with remote flexibility is a fit for what you are looking for, great! Applying is a snap. Simply fill out our initial 3-minute application. We're excited to meet you!
Sourced by ZipRecruiter
Strategic planning consulting services
51 - 200 Employees
Salt Lake City, UT, US
2009
