Financial Service Professional
About The Position
The Financial Service Professional works in an inbound contact center supporting financial advisors or investors with inquiries that range from balance questions to complex, cross-functional financial transactions. The role is responsible for providing courteous, timely, and accurate resolutions while collaborating with internal service partners. New hires complete structured instructor-led and on-the-job training, with continued training during the first 18 months to expand support across additional call types. Training may last up to 20 weeks; employees are required to work onsite full time during training, with a hybrid arrangement after orientation determined by leadership. The role averages 25–30 call interactions per day and includes regular manager check-ins. Opportunities to pursue financial industry licensing may be available as part of career development.
Requirements
- 1–3 years of customer service experience.
- Possess the Securities Industry Essentials (SIE) certification or obtain it by the employment deadline.
- High school diploma or equivalent.
- General computer savviness and the ability to navigate multiple applications quickly.
- Ability to ask probing questions and actively listen to gain agreement with the caller.
- Interpersonal skills to establish rapport and create a welcoming interaction.
- Willingness to take ownership and provide accurate resolutions.
- A learning mindset and ability to respond to and implement coaching and training.
Nice To Haves
- Call center experience.
- Financial services industry experience.
- Associate’s or bachelor’s degree.
Responsibilities
- Complete structured onboarding, including instructor-led and on-the-job training.
- Participate in continuous training during the first 18 months to expand support across additional call types.
- Support financial advisors or investors with a variety of inquiries and transactions.
- Collaborate with internal service partners to resolve callers’ concerns.
- Handle an average of 25–30 call interactions per day.
- Work as part of a team with similar skills and focus.
- Participate in frequent touchpoints with a manager to support success.
- May pursue financial industry licensing as part of career development.
- Provide courteous, timely, and accurate resolutions.
Benefits
- 401(k) matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
