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Financial Services Representative
hace 1 semana
Key Responsibilities
- Respond to client inquiries via phone, email, or chat, ensuring accurate and timely communication.
- Develop and manage client relationships, applying procedural knowledge and guidelines while identifying unstated needs or financial goals that may be achieved by further utilizing company services, products, or tools.
- Provide client support by answering inbound phone calls and/or e-mails regarding accounts, policies, services, and available products.
- Place trades, provide quotes, and facilitate discussions regarding equity markets, fixed income markets, international markets, and economic conditions.
- Engage clients in meaningful dialogue and work in a fast-paced and dynamic environment by assisting clients and delivering solutions-focused results.
- Facilitate inbound/outbound opening of new accounts for potential clients and provide support for existing customers.
