Dexian · 5 hours ago
Financial Services Representative
Lake Mary, FL
Contract
Hybrid
New Grad, Entry Level
$23/hr - $25/hrDexian is a leading provider of staffing, IT, and workforce solutions. The Financial Services Representative role involves assisting Broker Dealer clients with inquiries related to account opening, funds transfers, and brokerage account maintenance while providing excellent customer service.
ConsultingHuman ResourcesInformation TechnologyProfessional ServicesStaffing Agency
Hiring Manager
Arpit Rawal
Responsibilities
Assisting our Broker Dealer clients on day-to-day inquiries and escalations ranging from account opening, funds transfers, brokerage account maintenance, and platform/web navigation
Role involves receiving phone calls and email inquiries from existing clients and assisting (often over a multi-day period) to provide complete and accurate resolution in a pleasant and helpful manner
Qualification
Required
Working background or education in financial services, ideally brokerage security or retail banking industry
Proven ability to analyze complex data
Strong organizational skills
Preferred
Working knowledge of new account opening and account transfers in brokerage securities industry
Previous experience working with an independent firm
Limited history of moving from job to job (stability factor)
Company
Dexian
Dexian provides services for staffing, talent development, and consulting, with a focus on technology, finance, and project management.
Founded in 1994
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Mahfuz Ahmed
Chairman of the Board
Vikram Motiani
Managing Director
Recent News
2025-11-19
Company data provided by crunchbase