Financial Representative

Where

Providence, RI

What you'll be doing

Responsible for educating client on the service and product available to them to more effectively monitor, maintain, service and manage their investment. Coordinate overall schedule and appointment for the lobby. Fulfill client transactional informational and service need. Set up, input and enter data to the brokerage and shareholder system which include account maintenance, processing check, disbursement, security, priority new account set up conduit to processing group, cashiering, adjustment, etc. Responsible for customer literature supply and inventory management. Responsible for arranging payment for incidental branch expense. Handle outgoing customer mail, outgoing internal mail, incoming mail, imaging customer paperwork, etc.

What your background should be

Prior customer service, sale or phone experience required. Experience or strong interest in sale required. Banking, insurance or financial experience preferred. Superb interpersonal, customer interaction and communication skill are needed. Insurance license desired.

Required Schooling / Training

College degree preferred

Who is the client company

This is an American multinational financial services corporation.

If you are interested in this position, send your resume to apply@kochdavis.com