Financial Services Representative

SoTalent; Phoenix (AZ); Hybrid; 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

Locations: Phoenix, AZ

Type: Full time

Our client is looking for individuals with a growth mindset, a passion for learning, and a commitment to delivering exceptional service. You don’t need to be a finance expert—many of our successful team members come from diverse backgrounds. If you’re eager to learn and make a difference, this role is for you.

What You’ll Do

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

What You’ll Bring

• Ability to work various shifts, including overnight and weekends
• Previous experience in customer service or client relationship management preferred
• Bachelor’s degree in Finance, Economics, or related field (preferred)
• Strong communication and influencing skillsAbility to navigate multiple computer applications
• Passion for serving clients and eagerness to learn about finance
• Collaborative mindset and adaptability

Benefits & Rewards

• Competitive pay
• 401(k) with company match and employee stock purchase plan
• Paid time off for vacation, volunteering, and a 28-day sabbatical every 5 years
• Paid parental leave and family-building benefits
• Health, dental, and vision insurance
• Flexible work options

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Customer Service and Finance