Randstad Investment Representative in Addison, Texas
salary:$30.67 per hour
date posted:Tuesday, February 12, 2019
industry:Other Services (Except Public Administration)
Duration: Assignment through December 31, 2019 with the possibility to extend
Pay Rate: $30.67 per hour. Full time, on-site, W-2 position.
Shift Required: 40 hour 5 day work week with 8 hour shifts Monday through Friday 7:30am to 8:00pm, and Saturday 8:00am to 5:00pm
What you’ll be doing:
You will be working with Members, via phone and email, assisting with their financial and investment requests. You must have experience with Investment transactions, Money movement, and account Security and Fraud.
Current and active FINRA Series 7 and 63/66 licenses or Series 6 and 63/66 are required.
Receives service requests for mutual fund, brokerage or college savings plan products from members through various member contact channels.
Fulfills the member's request through appropriate channel.
Applies foundational relationship building and referral skills by seeking opportunities to build, deepen, and retain the member relationship through multi-company products or services.
Asks questions to discover key information and life events and to understand the member’s need, and documents relevant information.
Encourages member to take action to address needs and opportunities.
Supports enterprise business goals through the achievement of individual referral and product acquisition goals.
- Must have current and active Series 7 & 63/66 or Series 6 & 63/66
Money movement – 1 year
Investment transactions and servicing – 1 year
Account security and fraud – 1 year
Windows operating system
Investment transaction software experience
Phone experience with customers
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.