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Brelsford Personnel
903.561.2996
Brelsford Personnel facebook
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Brelsford Personnel is a BBB Accredited Employment Agency in Tyler, TX
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Positions

Financial Services Accounts Representative

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Location
Tyler, TX
Job Type
Temp To Perm
Date
Sep 25, 2017
Job ID
2525807
Are you looking for a great position in the financial services industry?

Our financial services client is seeking someone to join their team.  This position will require some flexibility in the evenings, as there are events and late appointments on occasion.  Duties are new customer onboarding, account monitoring and staff support.  A series 6 or 7 is a plus.
 
This job would entail:
  • Managing the applications process for new customers and supporting the management of existing customers with funds in the market
  • The applications process would be for financial planning products: annuities, insurance products, market investments etc.
  • Communicating with other financial institutions to transfer funds and accounts and monitoring managed accounts
Successful candidates need to:
  • Ideally have some experience in financial services or the insurance industry, with solid tenure
  • Professional customer service skills and able to effectively communicate clearly
  • Assist and support a wealth strategist in their activities
  • Maintain client information and assist in with client services
Benefits
  •  Medical insurance
  •  Paid holidays
  •  Salary depends on experience

Brelsford Personnel
3600 Old Bullard Road · Ste 301 · Tyler, Texas 75701 · M-F 8:00am to 5:00pm
(903) 561-2996 Tyler · employ@brelsfordpersonnel.com
Travis J Consulting
Travis J Consulting
Brelsford Personnel
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Brelsford Personnel facebook
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Brelsford Personnel is a BBB Accredited Employment Agency in Tyler, TX
Brelsford Personnel
Brelsford Personnel is a BBB Accredited Employment Agency in Tyler, TX
Brelsford Personnel
3600 Old Bullard Road · Ste 301 · Tyler, Texas 75701 · M-F 8:00am to 5:00pm
(903) 561-2996 Tyler · employ@brelsfordpersonnel.com
Brelsford Personnel facebook
Brelsford Personnel twitter
Brelsford Personnel LinkedIn
Breedlove Personnel Instagram
Brelsford Personnel Pinterest
Brelsford Personnel Google Plus
Travis J Consulting
Travis J Consulting