We are seeking a detail-oriented and customer-focused Entry-Level Financial Service Agent to join our team. The successful candidate will provide financial advice and support to clients, helping them achieve their financial goals.
Responsibilities:
Assist clients with financial planning and investment decisions.
Provide information on various financial products and services.
Assess clients' financial needs and recommend suitable products.
Manage client accounts and maintain accurate records of transactions.
Conduct market research to stay updated on financial products and trends.
Handle client inquiries and resolve issues promptly.
Prepare financial reports and documentation.
Work closely with senior financial advisors to develop and implement financial plans.
Ensure compliance with all financial regulations and company policies.
Build and maintain strong client relationships through excellent customer service.
Requirements:
No prior experience is required, but it is a plus.
Excellent communication and interpersonal skills.
Strong analytical and problem-solving abilities.
Detail-oriented with a high level of accuracy.
Proficiency in using financial software and tools.
High school diploma or equivalent; a degree in finance, economics, or a related field is preferred.
Willingness to learn and grow within the company.
