Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. A Typical Workday as a Financial Services Representative includes: Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests.