Financial Services Specialist
3 weeks ago
We're a Fortune 500 company that prioritizes our clients' needs and strives to improve their lives. With over 19,000 financial advisors across the U.S. and Canada, we offer a unique opportunity to build meaningful relationships with our clients.
Salary & BenefitsThe estimated salary for this position is between $20.00 and $22.26 per hour. Our comprehensive benefits package includes medical, dental, vision, and disability coverage, as well as a 401(k) retirement plan and tax-advantaged accounts.
Job DescriptionIn this role, you'll work closely with our financial advisors to deliver exceptional client service and help them achieve their long-term financial goals. You'll be responsible for managing multiple priorities in a deadline-driven environment and utilizing your problem-solving skills to create efficiency.
You'll also have the opportunity to participate in marketing activities, such as planning and executing events, and driving business growth through strategic planning.
Required Skills & QualificationsTo succeed in this role, you'll need:
- A strong ability to work independently and manage multiple priorities
- An excellent customer service skillset and a willingness to learn about financial services and markets
- Proficiency in current office technology and a willingness to adapt to new systems
We're committed to creating an inclusive and supportive work environment where everyone feels valued and respected. We believe in partnering for positive impact and strive to make a difference in our clients' lives and communities.
As a member of our team, you'll have access to ongoing training and development opportunities, as well as a competitive compensation and benefits package.
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