Financial Services Relationship Specialist
Find Great People | FGP, Greenville, SC, United States
We are seeking a professional
Financial Services Relationship Specialist
to join a growing team in
Greenville, SC . This is a full time, permanent/direct hire position with full benefits.
Job Description:
Answer telephone calls and greet visitors
Schedule appointments and maintain a calendar
Answer inquiries for current and prospective clients
Perform research, create accounts, transfer funds and enter trade orders
Perform routine compliance related tasks
Assist with financial products of varying complexity
Perform other duties as assigned
Qualifications:
Bachelors Degree (Preferred)
Series 6 or Series 7 license (Preferred)
Strong experience with MS Office Suites
Expereince working directly with clients in a professional setting
Hours:
Monday to Friday (8am to 5pm)
100% onsite
#J-18808-Ljbffr
Financial Services Relationship Specialist
to join a growing team in
Greenville, SC . This is a full time, permanent/direct hire position with full benefits.
Job Description:
Answer telephone calls and greet visitors
Schedule appointments and maintain a calendar
Answer inquiries for current and prospective clients
Perform research, create accounts, transfer funds and enter trade orders
Perform routine compliance related tasks
Assist with financial products of varying complexity
Perform other duties as assigned
Qualifications:
Bachelors Degree (Preferred)
Series 6 or Series 7 license (Preferred)
Strong experience with MS Office Suites
Expereince working directly with clients in a professional setting
Hours:
Monday to Friday (8am to 5pm)
100% onsite
#J-18808-Ljbffr