FINRA Series 7 Licensed Client Services Representative
Job Summary
To support a growing team, the full-time FINRA Series 7 Licensed Client Services Representative will engage with over 11,000 Financial Professionals, addressing their needs and ensuring best-in-class service while working remotely.
Key responsibilities
- Respond to investment executive and client inquiries, ensuring timely and accurate execution of transactions
- Assist in the account opening process and maintain electronic client files using proprietary software
- Act as a liaison between investment executives and various financial entities to facilitate smooth transaction flows
Required qualifications
- High school diploma or equivalent (GED) required; bachelor's degree preferred
- FINRA Series 7 License is mandatory
- Prior customer service experience is preferred
- Experience in the financial services industry is advantageous
Complete Job Description
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