FINRA Licensed Client Service Representative
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Job Summary
Seeking a FINRA Licensed Client Service Excellence Representative to work remotely, who will assist clients with account-related inquiries, provide empathetic support, and collaborate with internal teams to enhance client experiences.
Key responsibilities
- Partner with clients via inbound phone calls to assist with a variety of financial inquiries
- Lead with empathy to solve problems and provide timely solutions to client needs
- Collaborate with internal departments to improve the overall client and crew experience
Required qualifications
- Active FINRA Series 7 and Series 63 licenses
- 3+ years of customer-facing and/or inbound phone experience
- High school diploma, associate degree, or bachelor's degree
- Strong sense of ownership for client outcomes and initiative in anticipating needs
- Desire for stability and commitment to building a long-term career in client service
Complete Job Description
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