Finance & Client Success Associate — Hybrid

SoTalent; Phoenix (AZ); Hybrid; USD 40,000 - 56,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off for vacation

28-day sabbatical every 5 years

Paid parental leave

Health, dental, and vision insurance

Flexible work options

Job summary

A prominent recruiting firm is seeking entry-level candidates for a customer service role in Phoenix, AZ. The position involves a full-time training program with a hybrid work schedule and an opportunity to engage in the securities industry. Ideal candidates will have a degree in finance or economics and a passion for client service. This role offers competitive pay along with a range of benefits, including health insurance and paid parental leave. Candidates should demonstrate adaptability and strong communication skills.

Qualifications

• Ability to work various shifts, including overnight and weekends.
• Previous experience in customer service or client relationship management preferred.
• Passion for serving clients and eagerness to learn about finance.

Responsibilities

• Participate in a full-time training program followed by a hybrid work schedule.
• Build strong client relationships and deliver world-class service.
• Learn the fundamentals of the securities industry including equity, options, and mutual funds.

Skills

Customer service

Strong communication skills

Ability to navigate multiple computer applications

Adaptability

Collaboration

Education

Bachelor’s degree in Finance, Economics, or related field

Job description

A prominent recruiting firm is seeking entry-level candidates for a customer service role in Phoenix, AZ. The position involves a full-time training program with a hybrid work schedule and an opportunity to engage in the securities industry. Ideal candidates will have a degree in finance or economics and a passion for client service. This role offers competitive pay along with a range of benefits, including health insurance and paid parental leave. Candidates should demonstrate adaptability and strong communication skills.