Investment Representative

SAN ANTONIO (SAT)

Brief Summary

We are seeking several Investment Representatives for a large client in San Antonio, Texas! For IMMEDIATE consideration, email resume to: RECRUITING@MILLGROUPUSA.COM Minimum Requirements: 1 year experience with Money movement year Investment transactions and servicing experience 1 Year Account security and fraud Experience with Windows Operating system, Investment Transaction software and Phone Experience with Customers Preferred: FINRA Series 7 & 63 Must be able to have a flexible work schedule Job Overview: 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. Recognizes verbal and/or written cues and potential opportunities to meet member needs through a product or service. Encourages member to take action to address needs and opportunities. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. General Service Responsibilities: • Discussing Portal/Shadow Basics and Authentication. • Update personal information on Portal. • Update member's Portal address, phone number, or email. • Statements and Tax Form Inquires. • Managing automatic investment plans. • Requests to send a mutual fund prospectus or CSP plan documents. • Advise members of Service Level Objectives (SLO) - time frame expectations for certain request/transactions to be handled. • Provide mailing address/payee information for contributions and forms. General Tax Responsibilities: • Fielding tax form, dividend, cost basis, IRA distribution, and other tax related inquiries. • High level research on tax related money movement. General CSP Responsibilities: • Providing CSP account balances information. • Make a contribution or withdrawal from their College Savings Account online • Change portfolio allocation/investment model. • Discussing CSP account activity through shadow. • Discussing CSP AIP plans (including guiding the member to update online • High level research on CSP money movement . • Guiding members to self-service online (including contributions and withdrawals). • Find a Ugift deposit. • Guiding a member to view statements and tax forms online • Guiding the member on how to request changes: o Owner/beneficiary/successor owner change requests o Name change/update requests o Updating a SSN o Add or change the bank account o Add an interested party Mutual Fund Service Responsibilities: • Mutual fund service calls, entering both simple and complex service transactions. • Make contribution or withdrawal from IRA mutual fund account. • Discussing IRA account activity. • High level research on mutual fund money movement. • Investment performance related questions. • Keying monetary transactions, money movement up to 250k.