Financial Services Associate
Company: Randstad Sourceright
Location: Troy
Posted on: June 19, 2022
Job Description:
This position is responsible for providing financial
representatives and participants with knowledge regarding New York
Deferred Compensation Plans. Duties include assisting customers
with asset allocation, investment guidance, and plan specific
information. If you have a positive, professional demeanor and
understand the importance of making and keeping loyal customers
happy, this opportunity is perfect for you! Why apply:
- Career mobility, continued education and training
- SIE & Series 6 Exams within the first 120 days to keep the
position. (Training is provided to obtain license.) Company paid
sponsorship
- Various shifts availableResponsibilitiesReceive and respond to
incoming calls from investment professionals, plan sponsors, and
members on multiple financial topics ranging from taxes,
withdrawals, benefits, product features, costs, loans, premiums,
payment schedules, etc.--- Interpret and apply all changes and
enhancements to new and old products, plans based on daily change
communications.--- Educates customers to ensure understanding of
tax implications, penalties/surrender charges, death benefit
protection, lifetime income, capital preservation and/or benefits
pertaining to the plan/contract--- Identifies the root cause to
proactively offer consultative expertise and uncover the unstated
need--- Maintains a documented record of conversations to best
learn from Nationwide customers--- Utilizes virtual technology and
social media to enhance the Nationwide customer, financial advisor,
and agent experience--- Follows all rules and regulations to ensure
compliance with FINRA or other professional licensure requirements,
company policies, firms, plan documents and state and local
laws.Skills
- Customer Service
- Microsoft Office
- Problem Solving
- Attention to detail
- Time Management
- Verbal Communication
- Financial planningEducation
- High School diploma / GED ( required )
- Bachelors or Associates preferred - Finance, Economics,
Business Administration, CommunicationsQualifications
- Years of experience: 2 years customer service, sales related
background
- Must be able to work overtime outside of regular office hours
as needed and Nationwide holidays that the New York Stock Exchange
is open.
- Credit Check: Due to the fiduciary accountabilities within this
job, a valid credit check and/or background check will be required
as part of the selection process.
Keywords: Randstad Sourceright, Troy , Financial Services Associate, Accounting, Auditing , Troy, New York
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