Financial Services Representative
2 weeks ago
We are a leading financial services company dedicated to helping individuals and businesses achieve their financial goals. Our team is passionate about delivering exceptional client experiences and building long-term relationships based on trust and respect.
Position OverviewWe are seeking a skilled Financial Services Representative to provide expert financial guidance to our clients. As part of our team, you will handle complex client inquiries, address financial issues, and offer tailored solutions to meet their needs.
Key Responsibilities- Provide financial guidance and advice to clients
- Build and maintain strong relationships with clients based on trust and respect
- Handle inbound calls and address complex client issues
- Offer tailored solutions to meet client needs
- Active FINRA Series 7 & 63 Licenses
- Availability to work flexible hours to support our 24/7 contact center
- Customer service and client relationship experience
- Degree in Finance, Economics, or related field
- Strong communication and client engagement skills
- Experience in Financial Representative role is a plus
- 401(k) with company match
- Paid time off for vacation and volunteering
- Tuition reimbursement
- Health, dental, and vision insurance
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Financial Services Representative
1 week ago
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Financial Services Leader
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Customer Service Representative
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