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Financial Services Accounts Representative
Job Opportunity at
Posted on Sep 11
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
Salary depends on experience
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