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Financial Services Representative The candidate will work with plan participants in several companies to assist with achieving retirement goals. From first time investors just getting started in their 401(k) plan to seasoned financial advisors exercising stock options, ill learn the products and skills needed to assist them all. Working toward the FINRA Series 7 and Series 63 testing and registrations, with the help of a personalized study track, team of trainers, and a dedicated Team Lead and Team Manager working with to keep on track. Accurately processing financial transactions including stock, money market, and mutual fund trades, loans, withdrawals, and option exercises. Offering world-class customer service by providing complete and accurate information to clients in a multi-task, high-pressure environment that requires attention to detail. Assisting clients with inquiries about their accounts and retirement goals. Demonstrating a cooperative and professional work attitude and displaying the ability to work effectively in a team environment. Client-facing for over four million participants in Retirement and Benefit Plans. Must have FINRA Series 7 and Series 63 registrations (or commitment to attain in allotted timeframe). Bachelor’s degree or equivalent customer service and/or financial services experience is required. Strong communication skills (verbal and written) is required.
Job number: 18009852
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