Related skills
excel finra client service series 7 microsoft word📋 Description
- Provide professional client service handling requests and regulatory requirements.
- Review and process account documents; resolve complex issues.
- Help craft comprehensive financial plans for current and prospective clients.
- Support periodic client communications and events.
- Facilitate transfer of funds and checks upon request.
- Adhere to branch and compliance policies; other duties as assigned.
🎯 Requirements
- Eager to grow in financial services; plan to complete SIE and FINRA Series exams.
- High school graduate; post-secondary education or equivalent experience preferred.
- Solid skills in Word, Excel and Outlook; eager to leverage tech to improve client experience.
- Strong communication and problem-solving; proven ability to build client relationships.
- Strong attention to detail and accuracy; ability to perform semi-advanced math.
- Ability to manage multiple priorities in a deadline-driven environment.
🎁 Benefits
- Medical, Dental and Vision coverage
- Company 401(k) and ESOP
- Generous sick, vacation and parental leave
- Tuition reimbursement up to $15,000 lifetime
- Charitable gift-matching program
- Davidson Day of Giving
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