What are the responsibilities and job description for the Financial Service Associate position at Associate Staffing?
Financial Service Professional
Join a dynamic team at an innovative financial services firm dedicated to empowering clients and supporting advisor success. This role offers a unique opportunity to develop foundational skills in financial transactions, client support, and industry compliance, all within a collaborative and growth-oriented environment. You will be pivotal in providing white-glove assistance via phone to financial advisors, handling account inquiries, and supporting complex financial operations—an excellent launchpad for a career in financial services.
Top 5 Required Skills:
- Critical thinking and problem-solving
- Strong communication — empathy, patience, professionalism
- Thirst for learning — effective study and retention skills
- Ability to investigate and ask questions to better serve clients
- Comfort speaking with Financial Advisors
Top 5 Nice to Have Skills:
- Financial industry knowledge or experience
- Experience with financial software and data entry tools
- Customer service in high-volume environments
- Basic understanding of securities or licensing aspirations (e.g., SIE)
- Attention to detail and compliance awareness
Preferred Education and Experience:
- Bachelor’s degree or equivalent work experience, with 0-2 years in client-facing, service-oriented roles—preferably in finance or related fields.
Pay Rate
- $22-23/hour
Embark on your financial services journey with us—where growth, support, and opportunity are at the core. Apply now to make a meaningful difference in clients’ lives and build a rewarding career!
Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.
Salary : $22 - $23