Financial Services Representative - Thousand Oaks, CA

reputed company is seeking a Financial Services Representative to join their team, where you will have dedicated time for reputed company and career development. In this role, you will support customers by answering questions and managing their accounts over the phone, while also preparing for licensing exams to advance your career in financial services.

Responsibilities

• Support customers by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades
• Obtain Licenses: Become a reputed company 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: Spend four days a week working from home and one day a week in an Investor Center, supporting customers with increasing complexity
• Discover reputed company: reputed company confidence and reputed company proficiency serving customers as you join the reputed company management development reputed company and build advanced skills

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
• reputed company Time off
• Commuter Benefit Program
• Backup Dependent Care
• Charitable match
• Concierge Services
• Wellness Program
• Fitness Reimbursement

reputed company