FINRA Series 7 Licensed Client Services Representative
Job Summary
Engaging directly with over 11,000 Financial Professionals, the full-time FINRA Series 7 Licensed Client Services Representative will perform administrative and sales support activities, assist in the account opening process, and ensure high levels of client satisfaction while working remotely.
Key responsibilities:
- Respond to investment executive and client needs, concerns, and questions
- Maintain electronic client files and documentation on proprietary web-based software
- Act as a liaison between investment executives and clearing firms to facilitate smooth transactions
Required qualifications:
- FINRA Series 7 License
- High school diploma or equivalent (GED) required
- Prior customer service experience
- Financial services experience preferred
- Bachelor's degree preferred or significant experience in lieu of degree
Complete Job Description
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