Investment Representative

Colorado Springs, CO 80920

Posted: 08/23/2019 Industry: Financial Services Job Number: 15945

Requirements:
  • Candidates must have current  Series 7 & 63/66.
  • Investment transactions and servicing experience
  • Account security and fraud experience
  • Investment transaction software experience
  • Phone experience working with customers

Job Responsibilities
  • Receives service requests for mutual fund, brokerage or college savings plan products from members through various member contact channels.
  • Fulfills the member's request through appropriate channel.
  • Applies foundational relationship building and referral skills by seeking opportunities to build, deepen, and retain the member relationship through multi-company products or services.
  • Asks questions to discover key information and life events and to understand the member s need, and documents relevant information.
  • Manages automatic investment plans.
  •   Provide mailing address/payee information for contributions and forms.
  • Fielding tax form, dividend, cost basis, IRA distribution, and other tax related inquiries.
  • Make a contribution or withdrawal from their College Savings Account
  • Change portfolio allocation/investment model.
  • Discussing IRA account activity.
  • High level research on mutual fund money movement.
  • Answer investment performance related questions.

 

 
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