Join Us as a Financial Services Associate : Ignite Your Career in Finance!
As a Financial Services Associate, you’ll be at the heart of delivering extraordinary service to our advisors and their investors, laying the groundwork for an exhilarating and fulfilling career in finance!
What Awaits You :
Learn & Grow : Dive into an immersive four-month training program that will catapult you into the dynamic world of financial services.
You’ll gain essential tools and insights to help you shine!
Career Advancement : This role is your launchpad to an exciting career in Financial Services, packed with limitless opportunities to create value and make a difference in others' lives.
Support & Development : Join a spirited team that thrives on collaboration and innovation. Here, you’ll not only develop vital skills but also cultivate a powerful professional network that will support your journey.
Registration Support : We believe in investing in your future! We’ll assist you in obtaining your Securities Industry Essentials (SIE) registration, offering paid study time, expert coaching, and group sessions.
Plus, as you progress, you’ll have the chance to pursue your Series registration!
Your Day-to-Day : As a Client Service Associate, you will :
- Deliver World-Class Service : Create unforgettable experiences with every interaction, embodying our client-first philosophy.
- Problem Solve & Advise : Utilize your critical thinking skills to resolve client issues on the spot, ensuring satisfaction and nurturing strong relationships.
- Research & Navigate : Conduct thorough research and skillfully navigate databases to provide accurate, timely solutions tailored to our clients’ needs.
- Collaborate & Innovate : Team up with internal groups to drive effective resolutions, championing a collaborative spirit.
- Career & Community : Engage in regular coaching, career development sessions, and Employee Resource Group (ERG) events to connect with colleagues and foster a vibrant community.
Who We're Looking For : We seek enthusiastic collaborators who thrive in a fast-paced, team-oriented environment and possess a genuine passion for client service.
Ideal candidates will have :
- Education : A Bachelor’s degree from an accredited institution or equivalent experience.
- Registration : Securities Industry Essentials (SIE) required or to be obtained within the first days of employment.
- Experience : -+ years in a client-facing, service-oriented role, ideally within a team environment.
Core Skills :
- High empathy and a drive to help others
- Strong problem-solving abilities with a proactive mindset
- Detail-oriented with proficiency in customer service software
- Ability to navigate multiple systems seamlessly
- Curiosity and a thirst for continuous learning
- Exceptional verbal and written communication skills
- Desirable : Experience or education in the financial services industry is a bonus!
Work Schedule : We offer flexible schedules to meet our customers' needs. Applicants must be available for shifts between AM and PM EST, Monday through Friday.
Ready to launch your career? Join us and make a difference in the world of finance!
INDACT
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