"Alerted.org

Responsibilities

+ Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

+ Provide advanced product/service information and respond to complex customer questions about the product/service.

+ Respond to more advanced issue escalations promptly and appropriately; provide managerial approvals as required.

+ Provide a quality service to clients. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving client problems.

Skills

Works with full competence and typically without supervision (and may provide technical guidance) to:

+ Deliver required services to clients to the required standards

+ Orient the organization around delivering to the key needs of clients

+ Articulate client needs in the client's business language and business context

+ Connect with clients to strengthen the relationship, meeting personal needs through positive client experiences

Licenses/Certifications

+ **SIE required** (prior to start) _provided that an exemption or grandfathering cannot be applied._

+ **Series 7 License** **required,** _or ability to obtain within six (6) months._

+ **Series 63 (or 66) License** **required** , _or ability to obtain within six (6) months._