Financial Service Representative
About the Role
The Financial Service Representative is an entry-level position designed to support clients with financial service needs while building strong relationships and delivering accurate, timely information. You will work as part of a team focused on client success, learning the fundamentals of financial services, and growing your capability through structured training.
Success in this role looks like demonstrating professionalism, completing required training and licensing steps, and consistently providing client-centered support that aligns with applicable policies and regulations.
Duties & Responsibilities
- Assist clients by gathering information and identifying financial service needs.
- Provide clear, accurate explanations of available products and services.
- Maintain organized client records and documentation in accordance with company standards.
- Support the completion of required paperwork and ensure information is submitted correctly.
- Follow established processes for compliance, privacy, and data handling.
- Participate in training programs to build product knowledge and service skills.
- Coordinate with team members to ensure timely follow-up on client requests.
- Respond to client questions and route inquiries to the appropriate support resources when needed.
- Track and update client interactions to support an accurate service history.
- Contribute to a positive team environment by sharing learnings and best practices.
- Work toward obtaining and maintaining the required license, with support from provided training.
Requirements
- High school diploma or equivalent; additional education is a plus.
- Entry-level role: typically 0–1 years of professional experience in a customer-facing or service role.
- Required to have or willing to obtain a license; training will be provided.
- Comfort learning and using common business software and internal systems (e.g., CRM tools, document management systems, and email).
- Basic understanding of financial concepts and a willingness to develop deeper knowledge through training.
- Strong communication skills with the ability to explain information clearly.
- Customer-focused mindset with professionalism and respect for diverse perspectives.
- Strong attention to detail and ability to follow policies and procedures.
- Ability to manage time effectively and handle multiple tasks with accuracy.
- Reliable work ethic and willingness to continuously learn and improve.
Benefits
- Flexible Schedule
- Training and support to help you obtain and maintain the required license.
- Opportunities for career growth and skill development through structured learning.
- Professional development opportunities to support long-term success.
