Has anybody transitioned to an associate analyst role from a customer service/ broker position. I am trying to make a switch, I have a BBA in Finance and FINRA series 7/63. Any advice is greatly appreciated :)

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I've seen some people make the switch...might be worth LinkedIn stalking to see what kind of background they have. I think it's hard to make the switch from customer service thoguh

Our assistant manager came from a customer service position. She has 3 years of exp in that field without BBA and FINRA. I guess you'll have a smooth transition. Just reach out to recruiters. Good luck!

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