Financial Services Associate | Training Paid + Series 7/63

PowerToFly; Chicago (IL); Hybrid; USD 27,276 - 38,848; Full time

Benefits offered by this job

Paid time off

Health care

401(k) with firm matching

Tuition reimbursement

Fitness subsidy

Generous parental leave

Job summary

A leading financial services firm in Chicago is seeking a Financial Services Representative to join their team. You will engage clients through incoming calls and help them with inquiries related to their stock portfolios. The firm offers training for the Series 7 & 63 licenses, a competitive salary, and a hybrid work environment. Ideal candidates will have a bachelor’s degree, at least 2 years of customer service experience, and the flexibility to adapt to a hybrid schedule.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• At least 2 years in a customer-facing role.
• Flexibility for hybrid schedule.

Responsibilities

• Engage clients via incoming calls about stock portfolios.
• Provide excellent customer service and identify customer needs.
• Help minimize risk and identify opportunities.

Skills

Customer service

Problem-solving

Interpersonal skills

Education

Bachelor’s degree in Finance, Business Management or Administration

Job description

A leading financial services firm in Chicago is seeking a Financial Services Representative to join their team. You will engage clients through incoming calls and help them with inquiries related to their stock portfolios. The firm offers training for the Series 7 & 63 licenses, a competitive salary, and a hybrid work environment. Ideal candidates will have a bachelor’s degree, at least 2 years of customer service experience, and the flexibility to adapt to a hybrid schedule.