Oklahoma FINRA Licensed Client Representative
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Job Summary
To support clients through significant financial moments, the fully remote Oklahoma FINRA Licensed Client Representative will manage inbound phone calls to assist with account-related inquiries, providing empathetic and timely solutions while collaborating with internal teams.
Key responsibilities
- Assist clients with a wide range of financial inquiries, including account maintenance and issue resolution
- Demonstrate empathy and ownership in problem-solving to enhance client experiences
- Collaborate with internal departments to improve client and crew experiences through strategic initiatives
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 accountability
- High school diploma, associate degree, or bachelor's degree
- A desire for stability and a commitment to a long-term career in client service
Complete Job Description
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