Randstad Investment Specialist in Addison, Texas

Investment Specialist

job details:

  • location:Addison, TX

  • salary:$25 - $30.67 per hour

  • date posted:Monday, February 11, 2019

  • experience:Experienced

  • job type:Temporary

  • industry:Finance and Insurance

  • reference:S_730318

job description

Investment Specialist

My client in Addison, Tx is currently seeking an Investment Specialist to become an integral part of their team! The client is nationally recognized as one of the best places to work for in America.

Responsibilities:

Processes investment transactions per the members request and seek to identify product gaps and solutions during the phone call.

The investment representative will also handle tax/statement inquiries from our members.

Once additional opportunities or a need for advice is identified the investment representative would transfer the member for additional discussion.

It is our expectation to provide an exceptional member experience every time we come in contact with our members.

Under limited supervision, performs moderately complex work assignments and problem resolutions.

Working hours: 9:00 AM - 5:00 PM

Skills:

Excellent written and verbal communication skills.

Money movement - 1 year

Investment transactions and servicing - 1 year

Account security and fraud - 1 year

Windows operating system

Investment transaction software experience

Phone experience with customers

Education:

Associate

Experience:

Experienced

Qualifications:

Supplier resources will possess the following skills / experience / background:

FINRA Series 7 & 63

Candidates must have current and not expired Series 7 & 63/66 or Series 6 & 63/66. The Series 66 can be in place of the 63, either is okay.

Please send all resumes to bert.cornielius@randstadusa.com

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.