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Investment Services Representative

Investment Services Associate/Representative

$25.00/hr Pay | No Sales | Career Opportunity

Immediate Investment Services Representative opening in Wilmington, DE with one of the largest Investment Management Corporations in the world.

PLEASE REVIEW REQUIREMENTS CAREFULLY:

§ Must be within commuting distance of Wilmington, DE and be required to work hybrid (2-3 days a week onsite and 2-3 days remote)

§ Will be required to go onsite Monday through Friday from 9 am to 5 pm for the first 4-5 weeks of paid training (Training is 100% onsite)

§ Upon completion of the training, each Member Services Representative will be assigned an 8-hour shift between 11 am and 1 am, 5 days a week including one weekend shift (all applicants must be flexible to work any of the assigned shifts and must have all personal obligations in order to work any of the assigned shifts)

§ Applicants must have at least 2-3 years’ recent Customer Services, Call Center, Corporate Call Center and/or Financial Services, Banking, Financial Advisory or Investment Management/Investment Services experience.

§ All applicants must have strong professional communication skills, be able to adapt to different situations quickly and be able to comprehend complex financial or investment information instantly.

§ Applicants must show a strong desire to either learn about financial services and investments or be eager to advance in their career.

§ Applicants selected for hire will be required to start on August 7th and should not have any scheduled time off such as vacations for the next 3 months after their start.

ADDITIONAL DETAILS:

§ Location: Wilmington, DE

§ Duration: Temp to Perm Career Opportunity

§ Hourly Pay Rate: $25.00/hr

§ Description:

Our team is responsible for providing first class client and customer support to investment managers and other institutional clients. The ideal candidate will be responsible for obtaining information, research information, submitting information, handle transactions, perform account related functions and provide overall client services support. The ideal candidate will be responsible for toggling between different screens and systems. During training, the selected hire will be shown how to handle and follow different situations, scenarios and policies and procedures. Strong attention to details and previous knowledge of accounts, financial services and investment instruments is extremely helpful! This is NOT a sales position!

Job Types: Full-time, Contract, Temporary

Salary: $25.00 per hour

Benefits:

  • 401(k)
  • Health insurance
  • Life insurance

Schedule:

  • 8 hour shift
  • Monday to Friday

Ability to commute/relocate:

  • Wilmington, DE 19809: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • Financial Services, Banking or Investment: 2 years (Required)
  • Call Center, Client Services or Customer Service: 2 years (Required)

Work Location: Hybrid remote in Wilmington, DE 19809

Accelerating client success through digital innovation.

66 jobs
FUNDING
TEAM SIZE
DATE POSTED
July 22, 2023

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