FINRA (6/63 or 7/63) Customer Service Representative - REMOTE Nationwi…
Northwestern Mutual21 - 32 USD/year
- Full Time
- Junior (1 to 2 years)
Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
Candidates must possess a Bachelor's degree or equivalent experience, and hold active Series 7 and 63 FINRA licenses are required. Strong interpersonal and communication skills, both written and verbal, are essential, along with a collaborative mindset and the ability to adapt to changing priorities.
Responsibilities
The Associate will manage, administer, and organize activities across the Institutional Client Group team, handling and managing responses to investor inquiries such as RFPs, DDQs, and RFIs. They will foster clear and efficient communication within the team and across CIM, define project scopes in collaboration with the Relationship Manager, ensure timely delivery of project deliverables, conduct research and analysis on potential investors and market trends, maintain the team schedule, attend meetings, and prepare internal and external communications, including Salesforce reports and presentations.
Skills
Communication skills
Interpersonal skills
Collaboration
Research
Analysis
Project management
FINRA Series 7
FINRA Series 63
CIM Group
Real estate and infrastructure development and management
About CIM Group
CIM Group focuses on real estate and infrastructure, operating as an owner, operator, lender, and developer. The company targets urban areas with significant growth potential, acquiring, developing, and managing properties while also providing loans for real estate projects. Revenue is generated through property rentals, sales, and lending activities. CIM serves a variety of clients, including investors, businesses, and community organizations, and has worked on notable projects like the Dolby Theatre in Hollywood and the Tribune Tower in Chicago. What sets CIM apart from competitors is its strong commitment to community engagement, demonstrated through initiatives such as preparing meals for those with chronic illnesses and creating community gardens. The goal of CIM Group is to be the leading partner for investors and users of real assets that benefit communities.
Key Metrics
Los Angeles, CaliforniaHeadquarters
1994Year Founded
$559.3MTotal Funding
DEBT_FINANCINGCompany Stage
Government & Public Sector, Real EstateIndustries
1,001-5,000Employees