Financial Service Representative

Jobs for Humanity is collaborating with YUPRO Placement to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life.

Company Name: YUPRO Placement

Financial Service Representative 

This is a contract opportunity in Chandler, Arizona. 

 This role is only open to Year Up Grads

About this position  

We are seeking a Financial Service Representative to provide exceptional client care and support. In this role, you will engage with clients over the phone, delivering account servicing and resolution for brokerage accounts, identifying client needs, and focusing on service to sales. This position offers a comprehensive training program and personalized coaching to help you grow your career in the financial services industry.  

Job Responsibilities  

• Provide point of call account servicing and resolution for clients. 

• Identify client needs and refer appropriate solutions or sales opportunities to specialists or sales teams. 

• Build and grow client relationships by providing exceptional service and understanding financial goals. 

• Engage with clients confidently over the phone and offer need-based solutions. 

• Maintain compliance with company procedures and financial regulations. 

Skills/Requirements  

• Client focused with a passion for excellence and a positive team attitude. 

• Self-motivated, goal oriented, and able to multitask in a fast paced, performance driven environment. 

• Strong communication skills with an aptitude for sales and relationship management. 

• Ability to identify client needs and provide appropriate solutions or referrals. 

• Strong computer skills and the ability to learn new systems quickly. 

• Ambitious, disciplined, hardworking, and willing to learn and grow.  

• Flexibility to work any schedule, including weekends/holidays. 

• High School Diploma/GED required. 

Pay/Salary Range:  

• Pay Range:  TBD 

 

YUPRO Placement is the nation’s leading skills-first placement firm placing and promoting historically overlooked talent into permanent hire, apprenticeship, and contract job assignments. We represent clients who support skills first inclusive hiring practices. YUPRO Placement is an equal opportunity employer.