FINRA Licensed Client Service Representative
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Job Summary
To support a client-first mission, the full-time remote FINRA Licensed Client Service Representative will assist clients with account-related inquiries via inbound phone calls, ensuring exceptional service and timely solutions.
Key responsibilities
- Partner with clients through inbound calls to address a variety of financial inquiries and account maintenance needs
- Lead with empathy to resolve issues, uncover client needs, and provide accurate solutions
- 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 client relationship management skills
- Demonstrated ownership for client outcomes, with a proactive approach to anticipating needs
- High school diploma, associate degree, or bachelor's degree
- A commitment to building a long-term career in client service
Complete Job Description
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