Tennessee Licensed Client Service Representative
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Job Summary
Seeking a Tennessee Licensed Client Service Representative, the fully remote role will assist clients through inbound phone calls with account-related inquiries, demonstrating empathy and problem-solving skills while collaborating with internal departments to enhance client experiences.
Key responsibilities
- Partner with clients via inbound phone calls to assist with financial inquiries and account maintenance
- Lead with empathy to solve problems, uncover client needs, and provide timely solutions
- Collaborate with internal departments on strategic initiatives to improve client and crew experiences
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 with initiative and accountability
- High school diploma, associate degree, or bachelor's degree
- Desire for stability and commitment to a long-term career in client service
Complete Job Description
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