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Financial Services Accounts Representative
Job Opportunity at
Posted on Sep 25
Are you looking for a great position in the financial services industry?
Our financial services client is seeking someone to join their team. This position will require some flexibility in the evenings, as there are events and late appointments on occasion. 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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