We are seeking a motivated Entry‑Level Representative to join our growing financial services team. This role is ideal for candidates who are eager to begin a career in finance, enjoy helping clients, and thrive in a fast‑paced, professional environment. Training is provided, and strong performers will have opportunities for advancement.
Key Responsibilities
- Serve as a primary point of contact for clients via phone, email, and in person
- Assist clients with account inquiries, service requests, and basic product information
- Support senior advisors with administrative tasks, data entry, and documentation
- Maintain accurate records in internal systems
- Help prepare client reports, summaries, and meeting materials
- Follow company policies, regulatory guidelines, and compliance requirements
- Contribute to a positive team environment and uphold a high standard of customer service
Qualifications
- Strong communication and interpersonal skills
- High attention to detail and strong organizational abilities
- Ability to learn new systems, financial concepts, and workflows quickly
- Comfortable working with clients and problem‑solving in real time
Skills That Will Help You Succeed
- Customer‑focused mindset
- Ability to manage multiple tasks
- Strong analytical and critical‑thinking abilities
- Professionalism and reliability
What We Offer
- Comprehensive training program
- Competitive compensation
- Career development and advancement opportunities
- Supportive team environment
- Exposure to a wide range of financial products and services
Job Types: Full-time, Part-time, Contract
Pay: $45,000.00 - $85,000.00 per year
Benefits:
Work Location: Hybrid remote in Cincinnati, OH 45214
