Penson Financial Services Work Values

Daily Duties at Penson Financial Services:

PENSON FINANCIAL SERVICES Banking Analyst Reviewed, scanned and posted incoming checks to customers’ brokerage accounts. Examples include individual accounts, IRA accounts, margin accounts, UTMA, trust accounts and corporate accounts. Reconciled various accounts. Reviewed and processed customers’ applications who were requesting check writing, debit cards, and reorder of checks on their account. Extensive telephone and case inquiries with correspondents inquiring about their customers’ accounts.

What they like about Penson Financial Services:

Working in an organization that is technologically advanced, creative, and innovative is critical in your assessment of hiring companies. Less important to you are stability of the organization, the length of time an organization has been in business, and the business' plans for the future. You prefer a fast-moving company that will take risks to achieve its goals and objectives. The length of time the company has been in business is irrelevant. Maintaining status quo is unnecessary. You thrive on change, uncertainty and the upside of potential business risks, especially those associated with innovation. Stability for the long haul is not nearly as important as is working in an atmosphere that is charged with a sense of urgency and constant change.

Tags

Accounts payable, Accounts receivable, Customer Service, Collections, Customer Service Representative

Skills

Presentation, MS Word, MS Excel, MS Outlook

These are some of the questions we asked our climbers about their experiences with Penson Financial Services: