Summary:
Our client operates as one of the largest financial services entities in the United States, offering a wide range of financial products and services, including personal and commercial banking, investment management, and mortgage lending to name a few. Our client has a continued focus on innovation and sustainable growth.
Primary Job Responsibilities:
- Members of this team assist our clients by facilitating trades, servicing accounts, and educating clients when needed.
- You may help clients navigate the website, address a wide range of concerns, and uncover additional financial needs.
- Successful team members are able to help act as front-line problem solvers, speak to trading strategies, have a strong understanding of market terminology and possess a solid understanding of fundamental and technical facts affecting the market.
Required Qualifications:
- 2+ years of experience in one or a combination of the following: client services, financial services, or call center, demonstrated through work, military, or education
- Bachelor’s Degree
Desired Qualifications:
- Ability to work in a fast-paced action-oriented environment
- Effective organizational, multi-tasking, and prioritizing skills
- Excellent verbal, written, and interpersonal communication skills
- Ability to understand client concerns, questions, and problems then identify appropriate solutions
- Basic Microsoft Office skills Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Equal Opportunity Employer:
Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.
