Retail Sales Representative
2 weeks ago
We are seeking a highly motivated and organized individual to deliver exceptional customer service and support our day-to-day operations in retail environments.
Key responsibilities include:
- Providing personalized account setup and platform guidance for clients
- Offering basic investment tools and market opportunities education to customers
- Handling client inquiries and escalating complex cases to internal teams
- Maintaining client confidentiality and adhering to local financial regulations
We value detail-oriented and organized individuals with strong interpersonal skills, familiar with compliance requirements, and proficient in English. Holding certifications such as RES5, CM-EIP, CM-SIP, M8, and M8A is highly preferred.
Pursuing a career with us means being part of a purpose-driven team that's reshaping the future of finance and making investing accessible to all.
This role offers a dynamic work environment with opportunities for growth and development. We prioritize employee satisfaction and provide a comprehensive benefits package to support our team members' well-being.
We strive to create an inclusive and supportive culture that values diversity and promotes work-life balance. Our team collaborates closely to achieve common goals and drive business success.
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