Finance Services Associate

Key Responsibilities

• Client Interaction: Assist clients with financial transactions, inquiries, and account management. Understand clients' financial goals to provide tailored solutions.

• Investment Advice: Offer guidance on investment products and services based on clients' needs and risk tolerance.

• Transaction Processing: Manage account openings, updates, and maintenance, ensuring accuracy and compliance with financial regulations.

• Financial Analysis: Conduct analyses to support client recommendations and ensure informed decision-making.

• Record Keeping: Maintain detailed and accurate client records to facilitate effective service and compliance with regulations.

• Team Collaboration: Work closely with team members to enhance service quality and efficiency, contributing to a positive work environment.

Qualifications

• Education: A bachelor's degree in Finance, Business Administration, Economics, or a related field is typically required.

• Experience: Prior experience in financial services or customer service roles is preferred. Familiarity with financial products and services is essential.

• Certifications: Certifications such as Series 6, 7, or 63 may be preferred or required, depending on the employer.

• Skills: Strong interpersonal and communication skills, attention to detail, and the ability to work in a fast-paced environment are crucial for success in this role.

• It is a Full Time Field Sales job for candidates with 0 - 2 years of experience.