FINRA Licensed Client Service Associate

Job Summary

To support clients through various financial inquiries, the full-time FINRA Licensed Client Service Associate will connect with clients via inbound phone calls while working remotely from Utah, assisting with account maintenance and problem resolution.

Key responsibilities

• Partner with clients through inbound phone calls to assist with financial inquiries and account-related needs
• Lead with empathy to solve problems and provide timely solutions while uncovering client needs
• Collaborate with internal departments to enhance the client and crew experience through strategic initiatives

Required qualifications

• Active FINRA Series 7 and Series 63 licenses
• 3+ years of customer-facing and/or inbound phone experience with strong interpersonal skills
• A strong sense of ownership for client outcomes and accountability
• High school diploma, associate degree, or bachelor's degree
• A desire for stability and a commitment to building a long-term career in client service