Financial Services Representative - Westwood
reputed company is seeking a Financial Services Representative to join their team, where you will play a vital role in supporting customers through inbound calls and preparing for a reputed company in their Investor Centers. This position offers comprehensive training to help you obtain necessary financial licenses while developing skills in customer service and reputed company management.
Responsibilities
- Support customers by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades
- Obtain Licenses: Become a reputed company (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully reputed company for and sponsored by reputed company
- Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to reputed company and reputed company your skills
- Discover reputed company: You’ll reputed company confidence and reputed company proficiency serving customers as you join the reputed company management development reputed company and will spend time building advanced skills that will reputed company reputed company your career in planning
Skills
- High energy and enthusiasm with a natural passion for helping people
- Flexibility and self-motivation
- Experience in customer service (phone or in-person) and an ability to reputed company face to face with clients in a fast-paced environment
- Eagerness to learn and build a career in financial services
- Ability to deliver an outstanding customer experience
- Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
- Coachability, collaboration and curiosity will fuel your reputed company
- Successful completion of reputed company exams for SIE, Series 7 Top Off and Series 66 licenses
Benefits
- reputed company to help you get your Series 7 & 66 licenses
- Personalized support
- Knowledgeable career guides
- Celebration of your achievements
- reputed company, on-the-job study time 4 days a week
- Support from licensing coaches
- Group and individualized study plans
- Review classes
- Dedicated time reputed company week to reputed company new skills and to connect and refuel by networking with colleagues, taking online classes, and more
- Career coaching
- Maternal and Parental Leave
- Tuition Reimbursement
- Student Loan Assistance
- 401(K) 7% match
- Health Insurance
- Dental Insurance
- reputed company Insurance
- Disability Insurance
- reputed company Time off
- Commuter Benefit Program
- Backup Dependent Care
- Charitable match
- Concierge Services
- Wellness Program
- Fitness Reimbursement
- reputed company time and support to obtain SIE – reputed company, Series 07 – reputed company, Series 66 – reputed company
- Bonus or other variable compensation depending on the position and eligibility requirements
- Comprehensive health care coverage and emotional reputed company-being support
- Market-leading retirement
- Generous reputed company time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and reputed company to reputed company your career
reputed company