Financial Services Representative

Locations:
Phoenix, AZ

Type:
Full time

Our client is looking for individuals with a growth mindset, a passion for learning, and a commitment to delivering exceptional service. You don’t need to be a finance expert—many of our successful team members come from diverse backgrounds. If you’re eager to learn and make a difference, this role is for you.

• Participate in a full-time training program followed by a hybrid work schedule
• Adapt to changing market conditions and business needs
• Build strong client relationships and deliver world-class service
• Learn the fundamentals of the securities industry, including equity, options, and mutual funds

• Ability to work various shifts, including overnight and weekends
• Previous experience in customer service or client relationship management preferred
• Bachelor’s degree in Finance, Economics, or related field (preferred)
• Strong communication and influencing skills
  
  Ability to navigate multiple computer applications
• Passion for serving clients and eagerness to learn about finance
• Collaborative mindset and adaptability

• Competitive pay
• 401(k) with company match and employee stock purchase plan
• Paid time off for vacation, volunteering, and a 28-day sabbatical every 5 years
• Paid parental leave and family-building benefits
• Health, dental, and vision insurance
• Flexible work options

• Entry level

• Full-time

• Customer Service and Finance