• Search Title Only

Financial services associate 2 - whistler/pemberton - (Chicago, IL)

Financial Services Associate two As a Financial Services Associate 2, you are an integral part of the sales and service team at BlueShore Financial. In this essential role, you promote and sell BlueShore Financial products and services while recognizing opportunities for mutually beneficial product/service offerings. Working off the front line, you work 1 on one with clients responding to a wide variety of requests using the "Four Pillars" approach - Banking, Investments, Credit, and Insurance. Employee Type: Full-time Schedule: Tuesday-Saturday Position classification: Client Service and Sales Location: Whistler/Pemberton branch Required responsibilities of this role are: Provides superior service to un-assigned clients by responding to a wide variety of requests using the "Four Pillars" approach - Banking, Investments, Credit and Insurance. Understands and advises clients on the purchase of registered and non-registered investment products (excluding Mutual Funds).


ADVERTISEMENT

Posted in Chicago, IL, Accounting & Finance
From oodle.com - 1 month ago