Related skills
financial services excel client service word series 7📋 Description
- Provide professional client service for requests, accounts, and regulatory needs.
- Review and process account documents; resolve complex client issues.
- Assist with financial planning for current and prospective clients.
- Support client communications and events; assist in mailings.
- Facilitate transfer of client funds and checks on request.
- Adhere to branch, firm and compliance policies.
🎯 Requirements
- Eager to grow in Financial Services; pursue SIE, Series 7, and Series 66/63/65 exams.
- High school graduate or comparable work experience; post-secondary education preferred.
- Solid technology skills: Word, Excel, Outlook; eager to learn new tech.
- Strong communication and relationship-building skills.
- Attention to detail and accuracy; able to perform semi-advanced math.
- Ability to handle multiple demands and deadlines.
🎁 Benefits
- Medical, Dental and Vision
- Company 401(k) and ESOP contribution
- Generous sick, vacation, and maternity/parental leave
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement ($15,000 lifetime cap)
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