Retail Associate for Financial Services

Join our team as a Retail Associate focusing on Financial Services. Provide top-notch customer service, guide onboarding efforts, and support marketing initiatives at our store.

You will play a crucial role in assisting customers with account setup and answering inquiries related to investment options. Supporting sales efforts and compliance checks are integral to this position, as well as coordinating engaging in-store events. Collaborating with the team will help ensure operational excellence and client satisfaction.

Key Responsibilities:
• Assist clients in account opening and platform features
• Handle basic customer inquiries and escalate when needed
• Support sales teams in achieving targets
• Help coordinate marketing events and workshops
• Maintain compliance with financial regulations

Requirements:
• 2–3 years in customer service or investment retail
• Knowledge of brokerage platforms and financia...