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 connect with clients via inbound calls to assist with account-related inquiries and provide timely solutions.
Key responsibilities
- Partner with clients to address a wide range of financial inquiries, including account maintenance and issue resolution
- Lead with empathy to uncover client needs and deliver 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
- Strong sense of ownership for client outcomes and accountability
- High school diploma, associate degree, or bachelor's degree
- Desire for stability and commitment to a long-term career in client service
Complete Job Description
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