Financial Services Representative

Locations: Phoenix, AZ Type: Full time Our client is looking for individuals with a growth mindset, a passion for learning, and a commitment to delivering exceptional service. You don’t need to be a finance expert—many of our successful team members come from diverse backgrounds. If you’re eager to learn and make a difference, this role is for you. What You’ll Do Participate in a full-time training program followed by a hybrid work schedule Adapt to changing market conditions and business needs Build strong client relationships and deliver world-class service Learn the fundamentals of the securities industry, including equity, options, and mutual funds What You’ll Bring Ability to work various shifts, including overnight and weekends Previous experience in customer service or client relationship management preferred Bachelor’s degree in Finance, Economics, or related field (preferred) Strong communication and influencing skillsAbility to navigate multiple computer applications Passion for serving clients and eagerness to learn about finance Collaborative mindset and adaptability Benefits & Rewards Competitive pay 401(k) with company match and employee stock purchase plan Paid time off for vacation, volunteering, and a 28-day sabbatical every 5 years Paid parental leave and family-building benefits Health, dental, and vision insurance Flexible work options Seniority level Entry level Employment type Full-time Job function Customer Service and Finance #J-18808-Ljbffr SoTalent