Financial Services Representative

Summary: Aisle and Abroad is hiring Financial Services Representatives to manage client inquiries regarding accounts and financial products. This role requires accurate handling of client information and involves educating clients on available services. Responsibilities: - Respond to client inquiries related to account balances, transactions, and products - Access and update client account information accurately during each interaction - Process account changes, transfers, and service requests - Educate clients on available financial products and services - Maintain detailed records of all client interactions in the CRM - Escalate complex account issues to senior representatives or compliance teams Required Qualifications: - High school diploma required - Strong communication and customer service skills - Comfortable accessing and discussing client financial information - Must pass a pre-employment background check and credit screening - No prior financial services experience required — comprehensive paid training - Must be a US resident authorized to work in the United States Preferred Qualifications: - bachelor degree preferred Required Skills: Client Financial Account Information Access Benefits: Comprehensive paid training