Financial Services Representative

4 weeks ago


East Stroudsburg, Pennsylvania, United States ASC Financial Group Full time
Job Description

We are seeking a highly motivated and experienced professional to join our team at ASC Financial Group. As a Financial Services Representative, you will play a critical role in helping our clients achieve their financial goals.

Key Responsibilities
  • Communicate with clients to understand their financial needs and goals
  • Process client applications, including ACAT, insurance, and brokerage applications
  • Manage client information, including data gathering, account setup, and maintenance
  • Prepare client reports and schedule meetings as needed
  • Troubleshoot problems and provide exceptional customer service
Qualifications & Skills
  • At least 2-5 years of experience in the financial industry
  • Strong communication and interpersonal skills
  • Proficient in Microsoft Word, Excel, and Outlook
  • CRM experience is a plus
  • Series 65 License is a plus

This is a full-time position with a competitive salary and bonus structure. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply.



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