Financial Services Processing Associate
Calling all recent college graduates with customer service experience as well as Brokerage professionals with experience in Trades, Securities, Annuities and Contributions. Got IRA/RAM? We want you! Apply now or give us a call at 703-620-6444!
- Review financial documents for accuracy and completion
- Process documents related to investments (brokerage, IRA accounts, etc.)
- Approve documents in a variety of databases in order for transaction processing
- Field inbound/outbound calls with Financial partners and Brokers
- Bachelorâ€™s degree in Business Administration, Finance/Accounting or Mathematics
- Customer Service experience, either over the phone or face-to-face
- Processing and Call Center background is a plus!
- Must be comfortable asking questions
- Proficient with Microsoft Office
- Experience working with BETA or APL - a huge plus!
Qualified candidates should send their resume AND call Sparks Group for additional details. Please note, resume must include a valid email address in order to be considered. We look forward to discussing your background, your current job search, and your potential career path with Sparks Group!
Sparks Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, pregnancy, citizenship, family status, genetic information, disability, or protect veteran status.