Investment Services Assistant: Trade & Client Support

CEFCU Financial Services, Inc.

United States

Vor Ort

USD 46.000 - 54.000

Vollzeit

14 Tage+

Eine vollständige Bewerbung in einer Minute

Maßgeschneiderter Lebenslauf und Anschreiben – versandbereit.

Schaffe es an den ATS-Filtern vorbei

Benefits dieser Stelle

Health benefits

401(k) plan

Tuition reimbursement

On-site fitness

Casual days

Zusammenfassung

CEFCU Financial Services, Inc. is seeking a Member Service/Investment Services Support professional to assist financial advisors with client service, trade placement, and complex issue resolution. You will help drive marketing initiatives and support the Investment Services program while maintaining required licenses.

The role requires a high school diploma, FINRA SIE and Series licenses, and CRM and MS Office proficiency. A valid driver’s license and background checks are required.

Qualifikationen

High school diploma or equivalent is required.
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Aufgaben

Assist financial advisors in customer service, trade placement, and complex problem resolution.
Support marketing initiatives to increase member satisfaction and productivity of the Investment Services program.
Perform discount brokerage functions and maintain required licenses and continuing education/training.

Kenntnisse

Customer service

Interpersonal communication

Attention to detail

Microsoft Office

Spanish (nice to have)

Ausbildung

FINRA SIE license

Series 7

Series 66 or 63/65

Illinois Life/Health Insurance license

High school diploma

CRM experience (e.g., Salesforce)

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Jobbeschreibung