Financial Customer Service Associate

Job Summary

Working in a hybrid capacity, the contract Financial Customer Service Associate will provide exceptional service to advisors and investors by managing inbound contacts, resolving account inquiries, and supporting complex financial transactions.

Key responsibilities

• Deliver world-class service by ensuring positive client experiences with each interaction
• Utilize critical thinking to resolve issues in real-time and foster strong client relationships
• Conduct detailed research and collaborate with internal teams to provide accurate solutions efficiently

Required qualifications

• 1+ years in a client-facing, service-oriented role, preferably in a team environment
• High empathy and passion for helping others, along with strong problem-solving abilities
• Experience in or education about the financial services industry
• Bachelor's degree is preferred
• Registration: Securities Industry Essentials (SIE) is a plus