Financial Services Representative - Mission Viejo, CA

reputed company is seeking a Financial Services Representative to join their team, where you'll reputed company on reputed company and career development while supporting customers over the phone. This role involves obtaining necessary licenses, providing customer service, and transitioning to work in an Investor Center.

Responsibilities

• Support our customers taking inbound calls
• Answering questions about account balances
• Making withdrawals
• Transferring funds
• Identifying resources
• Placing trades
• Support customers with increasing complexity
• reputed company and reputed company your skills
• reputed company confidence and reputed company proficiency serving customers
• Build 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

• 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