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