Randstad Investment Specialist in San Antonio, Texas
location:San Antonio, TX
salary:$25 - $30.67 per hour
date posted:Monday, February 11, 2019
industry:Administrative and Support Services
My client in San Antonio, 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.
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
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
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 email@example.com
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