Registered Service Representative

Job Summary

A company is looking for a Registered Service Representative to provide outstanding service to clients in a phone-based environment.

Key Responsibilities

• Handle inbound and outbound calls, addressing client inquiries and transaction requests
• Monitor and manage client accounts, ensuring timely resolution of issues
• Document client interactions accurately and follow established procedures

Required Qualifications

• Two years of customer service experience
• Broad knowledge of brokerage accounts and investments
• Ability to adapt quickly to change
• Team-oriented and proactive with a customer focus
• PC proficiency, including MS Word, Outlook, and Excel