Investment Representative (Class Of 2027)
Hybrid
Core
Entry-level Investment Representative handling inbound calls from retail investors to manage accounts, process transactions, and provide client service.
Role type
Junior IC Investment Representative (Client Care)
Builds
Client service interactions and account management for retail investors
Domain
Financial Services / Asset Management
Deliverable
client delivery
Required skills
Communication, Computer usage, Resiliency, Relationship management, Task organization
Responsibilities
Handle inbound calls from retail investors, Process transactions and account management, Troubleshoot client inquiries, Provide efficient and friendly client service, Communicate firm funds and products, Develop foundational understanding of IRS regulations and tax implications
