• Efficient written and oral communication skills
• Exceptional critical thinking skills
• Strong interpersonal and service skills
• Problem solving, personal accountability, ownership, and professionalism
• Ability to learn quickly and apply knowledge
• Ability to build a connection with internal clients.
• Apply concepts to real life situations
• Teamwork as well as ability to work well individually
• Strong computer skills
• College degree preferred
• Possess general knowledge of financial markets
• Customer Service experience preferred.