Investment Representative

Colorado Springs, CO 80920

Posted: 02/19/2019 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.

 

 

Brian Van Cleave
VP, Talent Strategy

Brian joined PRG in 2006 and has over 15 years of recruiting experience. He has served in multiple roles within the organization and currently supports recruiting strategy development and operations. Prior to joining PRG, he served as the Director of Operations for a retail chain where he handled the hiring of store managers across Texas. Brian obtained his bachelor’s degree from The University of Texas at San Antonio in 2001. He currently lives in San Antonio, TX with his wife and their three children.

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