Investment Representative Job Description Template
Our company is looking for a Investment Representative to join our team.
Responsibilities:
- Guiding the member on how to request changes;
- Fielding tax form, dividend, cost basis, IRA distribution, and other tax related inquiries;
- Add or change the bank account;
- Update member’s Portal address, phone number, or email;
- Discussing CSP AIP plans (including guiding the member to update on usaa.com);
- Owner/beneficiary/successor owner change requests;
- Make a contribution or withdrawal from their College Savings Account on usaa.com;
- Add an interested party;
- Find a Ugift deposit;
- Guiding members to self-service on usaa.com (including contributions and withdrawals);
- Name change/update requests;
- Make contribution or withdrawal from IRA mutual fund account;
- Updating a SSN;
- Fulfills the member’s request through appropriate channel;
- Receives service requests for mutual fund, brokerage or college savings plan products from members through various member contact channels.
Requirements:
- Financial services and investment experience;
- FINRA Series 7 & 63/66 licenses.