Investment Representative (Class Of 2027)
Core
Entry-level Investment Representative handling inbound calls from retail investors to manage accounts, process transactions, and troubleshoot inquiries.
Role type
Junior IC investment representative (client care)
Builds
Client service interactions and account management workflows
Domain
Financial services / Asset management
Deliverable
product features
Required skills
Communication, task organization, computer usage, typing (30 WPM minimum), resiliency, flexibility, relationship management
Preferred skills
None stated
Technologies
None stated
Responsibilities
Handle inbound calls from retail investors, manage accounts, process transactions, troubleshoot client inquiries, communicate firm funds and policies, identify new investment opportunities for clients
Seniority
Entry-level, training program (Class of 2027)
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