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Investment Specialist at Equifax | JobVerse
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Investment Specialist
Equifax
Remote
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Investment Specialist
Illinois, United States of America
Full Time
1 week ago
$41,714 - $77,500 USD
No Visa Sponsorship
Apply Now
About this role
Role Overview
Provide our clients a superior customer service experience
Assist clients with questions related to their accounts
Service incoming phone calls and emails from clients
Execute trades on client account open requests
Facilitate customer asset transfers into the bank
Respond to web navigation queries and assist online trade execution
Utilize client relationship management system to track activities
Uncover referral opportunities to Financial Advisors
Requirements
Minimum 2 – 3 years successful experience with a customer service focus in the financial planning, securities, or insurance industry
Valid and active SIE, Series 7, 66 (or 65+63) is required
Series 65 obtained within 6 months of employment
Bachelor’s degree preferred with emphasis on finance or economics
Basic knowledge of a Financial Planning process
Solid knowledge of markets and investment products
Strong working knowledge of financial industry
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Apply Now
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