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