Financial Services Accounts Representative
Job Opportunity at Brelsford Personnel

Posted on Sep 11    903-561-2996

Location: Tyler, TX
Job Type: Temporary
Job ID: W4141951

Are you looking for a great position in the financial services industry?

Our financial services client is seeking someone to join their team.  Duties are new customer onboarding, account monitoring and staff support.  A series 6 or 7 is a plus.
This job would entail:
  • Managing the applications process for new customers and supporting the management of existing customers with funds in the market
  • The applications process would be for financial planning products: annuities, insurance products, market investments etc.
  • Communicating with other financial institutions to transfer funds and accounts and monitoring managed accounts
Successful candidates need to:
  • Ideally have some experience in financial services or the insurance industry, with solid tenure
  • Professional customer service skills and able to effectively communicate clearly
  • Assist and support a wealth strategist in their activities
  • Maintain client information and assist in with client services
  •  Medical insurance
  •  Paid holidays
  •  Salary depends on experience
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