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Financial Services Representative

Company: Allied Personnel Services
Location: Bethlehem
Posted on: April 12, 2019

Job Description:

As a Financial Services Rep you will answer inbound calls regarding financial accounts and investments - mutual funds, variable annuities, stocks, bonds, IRAs, 529s, and qualified plans. Calls may also involve activities related to distributions, asset transfers, stock transfers, and dealer changes. Some email correspondence will also occur. The ideal candidate for this opening will have experience in the financial services industry; others will be considered. A degree is strongly preferred. Current licensing is needed - if not currently held, a Series 7 and 63 will need to be earned after 6 months. Proficiency in MS Office is needed.

Keywords: Allied Personnel Services, Bethlehem , Financial Services Representative, Accounting, Auditing , Bethlehem, Pennsylvania

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