Client Services Support (FINRA Licenses Required)

  • Company: Capital One
  • Location: Wilmington, Delaware
  • Posted: February 07, 2017
  • Reference ID: R18769
Oliver Evans (18222), United States of America, Wilmington, Delaware

Client Services Support (FINRA Licenses Required)

At Capital One, we march to a different beat! While we may be a top-10 bank by deposits, we operate and innovate with the punch of a start-up.  With thousands of employees, we never lose anyone in the shuffle, but celebrate individuals with respect and exceptional benefits.  And we don’t just fill positions, we recruit the best and the brightest people that know how to set industry trends and WOW customers.  Today we are a high-tech company, a scientific laboratory, and a nationally recognized brand all in one that reaches fifty+ millions of customers.  Capital One is experiencing exciting growth and sparking innovative change.  But wait there’s more…

Capital One Investing has a full-service center, designed for our Client Services Support coordinators to work alongside with sales associates and financial advisors to deepen relationships with existing customers, as well as bringing in new clients.  We’re focused on providing stellar financial planning and related products and services for our loyal customers.  Are you invested in customers and making sure they are given the right options for their unique situation?  Then Capital One Investing is just the place for you.  We offer a one-stop shop to help customers meet their financial needs and goals and it’s driven by you.  Your ability to achieve success is supported by the Capital One brand, strong leadership, top-notch marketing support and the availability to obtain continuous training.

So what’s this job all about:

- We’re looking for you to build rapport and develop a relationship with your clients 

- Daily account responsibilities for various transactions, performing maintenance and managing client inquiries

- We expect nothing but the best for call quality and customer experience

- We are all about supporting and advocating for our customers by providing investment strategies, even when things get a bit complex – we’re invested in them!

- Teamwork makes the dream work. We create a work environment that promotes collaboration and communication, whether it be to exchange success stories and best practices or to have a sounding board to ensure we are giving our customers the best options available

- We want you to maintain and expand on your in-depth understanding of investments and the financial services industry through training and course offerings

- We’ll want you to maintain those licenses and designations that you worked hard to achieve – we'll even help you to build upon what you’ve got

- We run the gamut when it comes to what we offer our customers, so be ready to dive into a no holds arena where we have lots of options for customers and many opportunities for you to spread your influence and grow your career as a Client Services Support Coordinator

If you’ve got it, you’ve got it:

- We’d love to hear about your previous experience as it relates to this job and of course how you’ve been an advocate for your customers

- Don’t be surprised when we get excited listening to you describe your expertise in being able to build rapport and provide “second-to-none” investment options, based on your knowledge of the customer’s specific situation and needs

- We are all about someone who gets jazzed to learn that they get to work with an all-star team of sales associates and financial advisors

- We’ll need you to have your FINRA Series 7 license and the Series 63 or 66 license

- Even better if you have your state-approved Life and Health insurances, but if not we’ll help you get them

- Of course, we’ll want to hear about your approach when it comes to turning prospect customers into raving fans

-High School Diploma, GED, equivalent certification, or military experience
-Currently active FINRA Series 7 license 
-Currently active FINRA Series 63 or Series 66 license

-1-2 years in a Call Center environment experience
-1-2 years of Administrative experience 
-1-2 years of Clerical experience
-1-2 years of Customer Service experience
-1-2 year of Professional work experience
-1-2 years of Sales work experience

- Currently active State Approved Life and Health insurance licenses

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

Share this Job