Call Center Representative

Launch Your Financial Services Career - Call Center Representative - Hybrid - Get Licensed & Grow!

Ready to kickstart a rewarding career in the exciting world of finance?

A highly respected and well-known financial institution is seeking driven individuals to join their team as Customer Relationship Advocates (CRAs). This hybrid role offers a unique opportunity to gain invaluable experience, become FINRA licensed (SIE®, Series 7, and 63), and build a successful future in the financial industry.

https://sojobs.short.gy/FIDELITYINVEST (This link contains full details about the company, compensation, and benefits.)

What Makes This Opportunity Truly Exceptional?

• Career Launchpad: This comprehensive program is designed to supercharge your early career growth with personalized support, intensive skill development, and top-tier training.
• Get Licensed on Us: Become a FINRA Registered Representative (SIE®, Series 7, and 63) with full sponsorship from the company. Receive paid study time, access to expert licensing coaches, and valuable workshops – we invest in your success!
• Hybrid Work Flexibility: Enjoy the best of both worlds with a hybrid work schedule, offering the ideal balance of in-office collaboration and remote work.
• Endless Growth Potential: Explore diverse career paths within a leading financial institution through job shadowing, mentorship programs, and dedicated career center resources. Your future is in your hands.
• Competitive Benefits Package: Receive a comprehensive benefits package designed to support your well-being, including health insurance, generous retirement plans, tuition reimbursement, student loan assistance, and much more.

The Role:

As a CRA, you'll be the first point of contact for clients, providing exceptional customer service via inbound phone calls. You will assist with a wide range of needs, from trade requests and money movement to online support and account inquiries.

What to Expect:

• Licensing Preparation: We'll guide you through the process of studying for and passing your FINRA SIE®, Series 7, and 63 exams, providing all the support you need.
• Skill Development: You'll handle increasingly complex customer interactions while continuing to develop your skills through ongoing training, team collaboration, and mentorship.
• Proficiency: As you gain confidence and expertise, you'll explore advanced career opportunities within the company, paving the way for long-term success.

The Expertise and Skills You Bring:

• Strong aptitude and dedication to successfully complete the FINRA licensing exams.
• A passion for continuous learning and a commitment to applying new knowledge.
• Excellent communication and interpersonal skills, with a focus on providing exceptional customer service.
• Ability to handle diverse situations and conversations with professionalism and empathy.
• A growth-oriented mindset and a desire to achieve long-term career success.
• Strong critical thinking and problem-solving skills.
• Comfort and proficiency learning new technology and navigating multiple systems.

The Team:

This company is committed to building a diverse and inclusive workforce, fostering a culture where everyone feels valued and respected.

Benefits:

A comprehensive benefits package is offered, including (but not limited to): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) with a 7% match, Health 1 Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time Off, Commuter Benefit Program, Backup Dependent Care, Charitable Match, Concierge Services, Wellness Program, and Fitness Reimbursement. 2

Company Overview:

This company is a privately held company dedicated to strengthening the financial well-being of its clients. They provide a wide array of financial services to individuals, businesses, and institutions.

Join Us:

At this company, you'll find endless opportunities to build a meaningful and fulfilling career. They offer flexible benefits, a supportive and inclusive culture, and recognition as a top employer.

Ready to Launch Your Financial Services Career?

Apply Now!

• https://sojobs.short.gy/FIDELITYINVEST (This link contains full details about the company, compensation, and benefits.)

Have Questions? Let's Connect!

I'm here to help:

• Joey Irizarry
• Email: Joey@sohealthtalent.com
• Phone: (931) 343-6490 | ext 1002

Schedule a Chat:

Ready to discuss this opportunity further? Schedule a time to connect, and I'll call you if you're qualified:

• Calendly Link: https://calendly.com/sohealthtalent

Our Commitment to Diversity and Inclusion: (Same as previous versions)