Finance Product Specialist - Rewarding Work

What You'll Do:
 

• Responsibilities
  • Heavy phone contact with Financial Advisors and branch office personnel.
  • Proficiently utilize all Advisory support applications as well as navigate other system tools.
  • Provide proactive education and assistance on Advisory programs with respect to product, policies, procedures, and systems navigation.
  • Assist with questions involving new account opening procedures, generation of proposals for active clients or prospects, trading of accounts and training on various program policies and guidelines.
  • Drive process improvement efforts through feedback to Department management.
  • Work collaboratively with team members by managing call volume and service levels while providing outstanding service.
  • Utilize Customer Relationship Management systems effectively.
  • Participate in FSS cross training programs to broaden depth of knowledge across Advisory programs.

 
What You’ll Bring:
 

• Knowledge and Skills Required:
  • Bachelor’s degree in either Economics or Finance (course work should involve investments - stocks, bonds, ETF’s & Mutual funds, investment portfolio construction, Asset Allocation theory)
  • Professional experience in Financial Services.
  • Preferably in areas dealing with investments (stocks, bonds, ETF’s & Mutual funds) is a plus but not required.
  • Enthusiastic team player, self-motivated, ability to prioritize and work in a fast-paced environment.
  • Clear and efficient communicator
  • Ability to build relationships across departments throughout.
  • Result oriented individual who is flexible and able to adaptable to change.
  • Strong focus on customer service

 
Position Type: Contract

24-00895