Tennessee FINRA Licensed Representative

Job Summary

A company is looking for a Client Service Excellence Representative (FINRA Licensed) to assist clients with their account-related needs.

Key Responsibilities

• Assist clients via inbound phone calls with a variety of financial inquiries, including account maintenance and issue resolution
• Provide empathetic support and solutions while anticipating client needs and fostering trust
• Collaborate with internal departments to enhance the client and crew experience through strategic initiatives

Required Qualifications, Training, and Education

• 3+ years of customer-facing and/or inbound phone experience with strong interpersonal skills
• Active FINRA Series 7 and Series 63 licenses
• High school diploma, associate degree, or bachelor's degree
• Strong sense of ownership for client outcomes and a proactive approach to client service
• A desire for stability and a commitment to building a long-term career in client service