Demo

Financial Services Representative

TalentBridge
Linwood, NJ Full Time
POSTED ON 4/26/2025
AVAILABLE BEFORE 5/20/2025

We’re seeking a motivated and detail-oriented Financial Service Representative to join a fast-paced team providing critical services in the financial sector. In this role, you will be the go-to person for assisting clients with their brokerage needs, ensuring smooth operations, and identifying areas for improvement. If you're someone who enjoys problem-solving, multitasking, and collaborating with clients, this could be the perfect fit for you.

Responsibilities :

  • Act as a key point of contact for clients, managing a variety of requests and inquiries within the financial services space.
  • Work closely with your supervisor to address complex issues and ensure client satisfaction.
  • Proactively seek ways to optimize internal processes, making sure everything runs as efficiently as possible.
  • Handle moderately complex support tasks, ensuring client issues are resolved accurately and in a timely manner.
  • Liaise with internal teams to facilitate communication and gather necessary information to support clients.

Key Qualifications :

  • 2 years of experience in client-facing roles, ideally in the financial services or brokerage industry.
  • Proven ability to manage multiple tasks simultaneously while maintaining a high standard of service.
  • Comfortable working independently while also being a collaborative team player.
  • Strong problem-solving skills with a knack for improving processes.
  • Excellent communication skills, both written and verbal, with the ability to handle client interactions professionally.
  • Why You Should Apply :

  • An opportunity to grow in a dynamic, client-focused environment.
  • Work in an industry that values process improvement and client satisfaction.
  • Great potential for learning and expanding your knowledge in the financial sector.
  • If you’re excited to bring your expertise in client support and help drive operational success, apply now!

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