Financial Services Representative - Nanuet, NY
reputed company is seeking a Financial Services Representative who is passionate about helping people. In this role, you will reputed company support to customers by answering questions, assisting with transactions, and preparing for a future in financial services through dedicated training and licensing support.
Responsibilities
- Support customers by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades
- Obtain Licenses: Become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses
- Build and Solidify Skills: Support customers with increasing complexity to reputed company and hone your skills while working from home and in an Investor Center
- Discover reputed company: reputed company confidence and reputed company proficiency serving customers as you join the wealth management development track
- Participate in career development activities and networking with colleagues
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
- Maternal and Parental Leave
- Tuition Reimbursement
- Student Loan Assistance
- 401(K) 7% match
- Health Insurance
- Dental Insurance
- reputed company Insurance
- Disability Insurance
- Paid Time off
- Commuter Benefit Program
- Backup Dependent Care
- Charitable match
- Concierge Services
- Wellness Program
- Fitness Reimbursement
Company Overview