Financial Services Representative jobs in United States
cer-icon
Apply on Employer Site
company-logo

SoTalent · 15 hours ago

Financial Services Representative

SoTalent is seeking a Financial Services Representative to join their team and provide exceptional support to customers in a fast-paced, service-focused environment. This role is ideal for individuals who are passionate about client engagement and motivated to build a long-term career in the financial services industry.

Staffing & Recruiting
Hiring Manager
Mohamed Thasleem Mohideen
linkedin

Responsibilities

Provide exceptional support to customers in a fast-paced, service-focused environment

Qualification

Customer service experienceClient relationship managementFinance degreeFinancial concepts knowledgeDigital tools proficiencyCommunication skillsInterpersonal skillsTeam collaboration

Required

Ability to work full‑time on‑site during the initial training period, followed by a hybrid work arrangement
Flexibility to work a variety of shifts in a 24/7 service model, including nights and weekends

Preferred

Prior customer service experience
Experience cultivating and maintaining client relationships
Bachelor's degree or higher in Finance, Economics, or a related field (preferred but not required)
Ability to adapt to evolving market conditions and business needs
Strong desire to learn about financial concepts, investment products, and the securities industry
Genuine passion for delivering outstanding client service
Motivation to understand core topics such as equities, options, and mutual fund transactions
Excellent communication and interpersonal skills, with the ability to engage and influence clients effectively
Collaborative mindset and enthusiasm for being part of a supportive team culture
Proven ability to work across multiple computer systems and navigate digital tools efficiently

Company

SoTalent

twitter
company-logo
At SoTechTalent, we specialise in connecting forward-thinking tech companies with world-class talent.

Funding

Current Stage
Early Stage
Company data provided by crunchbase