Financial Services Representative servicing corporate-sponsored retirement and benefit plans. Providing exceptional client care and guiding clients with needs-based financial solutions.
Responsibilities
This job is responsible for servicing corporate-sponsored plans (i.e., retirement and benefit plans)
Providing exceptional client care
Growing client relationships
Guiding clients with needs-based solutions that will support their financial goals
Trades stocks, bonds, and other investment instruments for high net-worth clients
Handles escalated and complex inquiries on accounts with care
Navigates multiple systems to migrate clients to on-line and self-service delivery channels
Manages risk by accurately authenticating clients and fully adhering to policies and procedures
Requirements
Minimum of one year experience verbally delivering complex information clearly, concisely and with empathy
Ability to engage with clients while navigating multiple screens
Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
Ability to handle confidential matters and sensitive information in a responsible manner
Displays passion, integrity, commitment, and drive to deliver a positive, differentiated service that improves our clients’ financial lives
Commitment to excellent attendance with proven reliability
Dependable team-player attitude with an understanding that calls must be handled immediately
Applies strong critical thinking and problem-solving skills to meet clients’ needs
Ability to work under pressure
Can learn and understand technology to assist clients with the latest in Digital and Digital banking
Comfortable receiving ongoing performance feedback and coaching
Ability to learn and adapt to new information and technology platforms
Must be flexible to work various shifts which may include a weekend day
Benefits
We provide industry-leading benefits
access to paid time off
resources and support to our employees
Job title
Financial Services Representative – Retirement and Benefits
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