Financial Services Representative jobs in United States
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SoTalent · 14 hours ago

Financial Services Representative

SoTalent is seeking a Financial Services Representative who is eager to learn and deliver exceptional service. The role involves participating in a training program, providing client support, and building strong client relationships while learning about the securities industry.

Staffing & Recruiting
Hiring Manager
Praveen Rao
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Responsibilities

Participate in a full-time training program followed by a hybrid work schedule
Provide outstanding client support across multiple channels
Adapt to changing market conditions and business needs
Build strong client relationships and deliver world-class service
Learn the fundamentals of the securities industry, including equity, options, and mutual funds

Qualification

Customer service experienceClient relationship managementBachelor’s degree in FinanceCommunication skillsEagerness to learnNavigate applicationsAdaptabilityCollaborative mindset

Required

Ability to work various shifts, including overnight and weekends
Strong communication and influencing skills
Ability to navigate multiple computer applications
Passion for serving clients and eagerness to learn about finance
Collaborative mindset and adaptability

Preferred

Previous experience in customer service or client relationship management
Bachelor's degree in Finance, Economics, or related field

Benefits

Competitive pay
401(k) with company match and employee stock purchase plan
Paid time off for vacation, volunteering, and a 28-day sabbatical every 5 years
Paid parental leave and family-building benefits
Tuition reimbursement
Health, dental, and vision insurance
Flexible work options

Company

SoTalent

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At SoTechTalent, we specialise in connecting forward-thinking tech companies with world-class talent.

Funding

Current Stage
Early Stage
Company data provided by crunchbase