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Institutional Client Services ...
FOLIOInvesting is seeking a Series 7 Licensed Institutional Client Services Representative to join our world-class customer service department.
· FINRA Series 7 License
· Minimum of 2 years client service or support experience in retail brokerage or at an investment firm where business was conducted with clients via the telephone and e-mail
· Strong multi-tasking, problem solving, interpersonal, communication, writing composition, and organizational skills
· Must be technically savvy with the ability to support our clients as they utilize our web-based products
· Bachelor’s degree preferred
Folio Investing provides a powerful platform for diversified investing and portfolio management, with significant customization, tax and cost management benefits. We enable you to combine the benefits of mutual fund investing and the benefits of owning individual stocks, with no minimums.
Folio Investing services are offered by FOLIOfn Investments, Inc., a self-clearing broker dealer launched in 1999 to help individual investors achieve financial success with the best investment options available for a fair price.
FOLIOfn Investments, Inc. is a wholly owned subsidiary of FOLIOfn, Inc., which provides investment technology, management consulting and other services to the financial services industry.