Customer Finance Representative

About us

We are professional and agile.

Our work environment includes:

• Modern office setting
• Our company is looking for a Financial Representative to join our team. The ideal candidate will have a strong background in customer services and will be responsible for providing advice and assistance to clients regarding their investments, retirement plans, and other financial matters. The successful candidate will also be responsible for maintaining accurate records, processing transactions, and providing excellent customer service. This is an excellent opportunity for someone who is looking to expand their knowledge in the financial services industry.

Responsibilities:

• Provide customer service to clients in a professional manner.
• Assist customers with their financial needs and inquiries.
• Develop and maintain client relationships.
• Maintain accurate records of customer accounts.
• Process customer transactions accurately and efficiently.
• Perform administrative tasks such as filing, data entry, and document preparation.
• Analyze financial data to identify trends and make recommendations.

Job Type: Part-time

Pay: $20,000.00 - $60,000.00 per year

Benefits:

• Flexible schedule
• Health insurance
• Life insurance

Schedule:

• 4 hour shift
• 8 hour shift
• Choose your own hours
• Monday to Friday
• Weekends as needed

Supplemental pay types:

• Bonus opportunities
• Commission pay
• Signing bonus
• Tips

Application Question(s):

• Why are you applying to our firm?
• Why are you interested in working in finance?

Education:

• High school or equivalent (Required)

Experience:

• Customer service: 5 years (Required)

Work Location: Hybrid remote in Murrieta, CA 92562