Registered Service Representative

Job Summary

A company is looking for a Registered Service Representative.

Key Responsibilities

• Handle inbound and outbound calls, addressing client inquiries and processing transactions
• Provide excellent customer service and accurate information to clients
• Document client interactions and monitor accounts for necessary actions

Required Qualifications

• Two years of customer service experience
• Broad knowledge of brokerage accounts and investments
• Proactive and customer-focused approach
• Ability to follow standard procedures and written instructions
• PC proficiency (MS Word, Outlook, Excel)