Our company is seeking a dedicated and qualified Financial Services Representative to join our team. The ideal candidate will possess a Series 7 certification or be within a two-year window of reactivation.

Key Responsibilities:
• Execute financial transactions accurately and efficiently, adhering to company policies and regulatory requirements.
• Provide exceptional customer service by addressing client inquiries, resolving issues, and offering appropriate financial solutions.
• Utilize Microsoft products and other relevant software to manage client accounts and maintain accurate records.
• Collaborate with team members to ensure smooth brokerage operations and contribute to the achievement of team goals.
• Demonstrate strong verbal and written communication skills when interacting with clients, colleagues, and other stakeholders.


Qualifications:
• Active Series 7 certification or ability to reactivate within a two-year window.
• Previous experience in brokerage operations and/or financial services preferred.
• Proven track record of delivering excellent customer service.
• Proficiency in Microsoft products, including Word, Excel, and Outlook.
• Exceptional verbal and written communication skills, with the ability to effectively
convey complex financial information to clients.

**Make sure your resume includes all the relevant experience and qualifications you have for this role.

AppleOne is proud to be an Equal Opportunity Employer. We believe in people, and we are committed to working with people of all backgrounds and connecting them with clients and companies who share our goals of diversity and inclusiveness. All qualified applicants will receive consideration for employment without regard to race, religion, ancestry, color, national origin, age, gender identity or expression, genetic information, marital status, medical condition, disability, protected veteran status, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable federal, state, or local laws..

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf