FINRA Licensed Client Service Representative
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Job Summary
To support clients through significant financial moments, the full-time FINRA Licensed Client Service Representative will connect with clients via inbound calls to assist with account-related inquiries while working remotely from New Hampshire.
Key responsibilities
- Assist clients with a wide range of financial inquiries, including account maintenance and issue resolution
- Provide empathetic and timely solutions while uncovering client needs and ensuring satisfaction
- Collaborate with internal departments to enhance 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
- Strong sense of ownership for client outcomes and ability to anticipate client needs
- High school diploma, associate degree, or bachelor's degree
- Desire for long-term career stability in client service roles
Complete Job Description
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