Velonetic
This role focuses on delivering customer service for investment and retirement products within the financial services sector. Responsibilities include handling inbound inquiries regarding account balances, processing transactions, and maintaining client relationships while adhering to FINRA regulations. Candidates will receive extensive training to navigate internal systems and manage client requests effectively.
Headquarters
London, England, United Kingdom
Company Size
501-1000 employees
Founded
1999
Leading, shaping, and building the digital future of the global insurance marketplace.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Velonetic.
3% above the average for this role
Trainer FINRA Licensed (Series 6 or 7)
TASQ Staffing Solutions
Team Leader FINRA Licensed (Series 6 or 7)
TASQ Staffing Solutions
Financial Services Consultant
TIAA
Team Leader - FINRA 6 or 7 Licensed
TASQ Staffing Solutions
FINRA-licensed Customer Service Representative
recruitnestconsulting.com
FINRA-Licensed Customer Service Representative
recruitnestconsulting.com