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ApTask
Entry Level Finance
Career Insights for Financial Services Representative
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Scorecard
Based on Ohio data
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What they do
A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
$68,501 / year median in Ohio
-10% projected decline
Job Description
Entry Level Finance at ApTask Entry Level Finance at ApTask in Columbus, Ohio Posted in 2 days ago.
Type:
full-time Pay rate: $20-22/hr on w2 EDUCATION and or
EXPERIENCE
- College degree preferred
- 1-2 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes
Knowledge/Skills:
- Basic clerical and administrative skills
- Effective written and verbal communication skills
- Excellent interpersonal and client service skills
- Organizational skills, attention to detail and excellent follow up skills
- Ability to research and resolve problems and service inquiries and escalate when appropriate
- Ability to efficiently handle a high volume of requests in a fast paced environment
- Strong computer skills including Microsoft Suite
- Basic knowledge of Morgan Stanley systems and procedures
- Be self-motivated and able to work in a strong team and high activity environment.
Benefits
- Dental Insurance
- Other Retirement and Savings