Customer Service Representative, Series 7 Registered
New
United StatesFull-TimeJunior
Salary60,000 - 80,000 USD per year
Apply NowOpens the employer's application page
Job Details
- Experience
- 1+ years
- Required Skills
- Customer serviceCRM
Requirements
- Active FINRA Series 7 and 63 Licenses.
- 1+ years of customer-facing brokerage experience including equities trading, margin accounts, and options trading.
- Clean regulatory record with no Disclosure Events.
- Excellent customer service, written, and verbal communication skills.
- Willingness to deliver excellent customer experience through phone and text-based channels.
- Ability to quickly build rapport & credibility with clients.
- Self-starter and ambitious learner who is comfortable with ambiguity and a fast-paced environment.
- Familiarity with front-end mobile trading applications.
- Able to exercise independent thought and judgment, adapt to new tasks, and prioritize tasks in a multi-task environment.
- Enthusiasm for building a customer service culture.
Responsibilities
- Deliver white-glove customer service through phone, email, and chat channels.
- Drive continuous improvement to the customer service experience by identifying and deploying enhancements to the customer service process.
- Expand your financial services expertise as you develop deep subject mastery of equities trading, margin, and options.
View Full Description & ApplyYou'll be redirected to the employer's site
