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

reputed company