Looking for more than just a job? Join a rapidly growing financial services company where your voice matters and your career can grow. Our client is seeking a high-energy, customer-focused professional with financial industry experience who wants to be part of a supportive, team-oriented environment.

If you enjoy helping clients, solving problems, and being part of a company that's expanding quickly, this is a great opportunity to build a long-tem career!

Location: Lakewood / Toms River, NJ

Schedule: Monday-Friday, 9:00 AM - 5:00 PM

Salary: ~$60,000 + bonuses

Type: Direct Hire

Responsibilities

• Answer inbound calls and respond to customer emails
• Assist with account questions and investment-related inquiries
• Troubleshoot system and software issues
• Document interactions accurately
• Provide feedback to improve internal systems and processes

Qualifications

• Experience in financial services, brokerage, or investments required
• Knowledge of stocks, securities, and transactions
• Strong communication and attention to detail & great personality
• Ability to multitask in a fast-paced environment
• Comfortable using technology and learning new systems

Benefit:

• Health, Vacation, Sick, and Holidays

Culture:

• Friendly, family-oriented environment
• Business casual (not corporate)
• High-energy, collaborative team

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.