Allied Personnel Services

Bethlehem , PA

Financial Services Representative

Allied Personnel Services
Bethlehem, PA Full-time
Posted on March 14, 2019

Allied Personnel Services is seeking candidates for Financial Service Rep openings.  Our client is a large national company located in Bethlehem.

As a Financial Services Rep you will answer inbound calls regarding financial accounts and investments including mutual funds, variable annuities, stocks, bonds, IRAs, 529s, and qualified plans.  Calls may also involve activities related to distributions, asset transfers, stock transfers, and dealer changes.  Some email correspondence will also occur.  Following up with clients on issues that require research is also necessary.

The ideal candidate for this opening will have experience in the financial services industry; others will be considered.  A degree is strongly preferred.  Current licensing is needed - if not currently held, a Series 7 and 63 will need to be earned after 6 months.  Proficiency in MS Office is needed.

This long term opportunity could lead to perm hire.  Hours are full time, 8a-6p, Mon-Fri.  Pay is $17.00/hr.