Financial Services Representative

6 days ago


Johnston, United States Citizens Full time
Salary
The estimated salary for this role is between $55,000 and $65,000 per year, depending on your level of experience and qualifications. This compensation package reflects the importance of providing excellent customer service and supporting the growth of our clients' financial portfolios.

Job Description
This is an exciting opportunity to join our team as a Wealth Management Brokerage Client Service Specialist. In this role, you will play a critical part in delivering exceptional customer experiences and building long-term relationships with our clients. You will work closely with our financial advisors, sales assistants, risk-management, and compliance teams to ensure that our clients receive tailored solutions to meet their financial needs.

About the Job
We are looking for a skilled and motivated individual who can provide top-notch customer service and support to our clients. As a Wealth Management Brokerage Client Service Specialist, you will have the opportunity to learn about our wealth management investment products and develop a deep understanding of how they can help our clients achieve their financial goals. You will also have the chance to work in a dynamic and collaborative environment with a talented team of professionals who are passionate about delivering exceptional results.

Responsibilities
Your key responsibilities will include:
  • Providing exceptional customer service and support to clients across the country.
  • Collaborating with internal clients to efficiently carry out day-to-day operations.
  • Assisting with money movements and other tasks related to client accounts.

Requirements
To succeed in this role, you will need:
  • A minimum of 1 year or more of bank/financial services and/or customer service-related experience.
  • Demonstrated history of strong attention to detail.
  • Demonstrated ability to work in a fast-paced, team environment with multiple priorities in a collaborative manner.
  • Demonstrated strong interpersonal, verbal, and written communication skills.

Benefits
We offer a competitive benefits package, including medical, dental, and vision insurance, 401(k) plan, and paid time off. We are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability.

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