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Financial Services Representative
2 months ago
We are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will be responsible for providing exceptional service to our members and clients, ensuring their financial needs are met, and helping them achieve their financial goals.
Main Responsibilities- Provide personalized financial advice and guidance to members and clients
- Support members and clients in using our digital tools and services to manage their finances
- Work collaboratively with personal finance advisors to deliver high-quality service
- Develop and maintain relationships with members and clients to understand their financial needs and preferences
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
We are looking for a candidate who is passionate about delivering exceptional customer service and has a strong desire to help others achieve their financial goals. If you have a strong work ethic, excellent communication skills, and a willingness to learn and grow, we encourage you to apply.
As a Financial Services Representative, you will have the opportunity to work with a talented team of professionals who are dedicated to helping our members and clients achieve their financial goals. You will also have access to ongoing training and development opportunities to help you succeed in your role.