FINRA Licensed Strategic Account Manager

Job Summary

Engaging directly with over 11,000 Financial Professionals, the full-time FINRA Licensed Strategic Account Manager will provide exceptional support and education, managing day-to-day program activities and ensuring best-in-class service in a remote environment.

Key responsibilities:

• Serve as a primary point of contact for assigned delegated programs, ensuring timely and accurate support
• Manage day-to-day program activities, including answering phone calls and responding to Service Central tickets
• Build and maintain relationships with program stakeholders and internal teams while processing transactions and providing updates

Required qualifications:

• 3+ years of customer service or contact center experience
• Experience with DocuPace system
• Proficiency in Microsoft Word, Excel, Internet Explorer, Outlook, and PowerPoint
• Completion of FINRA SIE exam and possession of FINRA Series 7 license or other FINRA licenses preferred
• Minimum of a high school diploma or equivalent; Bachelor's degree preferred