FINRA Series 7 Client Services Representative
Job Summary
To support a growing team, the full-time FINRA Series 7 Client Services Representative will engage with over 11,000 Financial Professionals, providing administrative and sales support while ensuring compliance with established policies and procedures in a remote environment.
Key responsibilities:
- Respond to client needs, concerns, and questions while ensuring timely execution of transactions
- Assist in the account opening process and maintain electronic client files on proprietary software
- Act as a liaison between investment executives and various financial entities to facilitate smooth transactions
Required qualifications:
- High School Diploma or equivalent (GED) required; Bachelor's degree preferred
- FINRA Series 7 License is preferred
- Prior customer service experience is preferred
- Experience in the financial services industry is preferred
Complete Job Description
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