Customer Service Representative, Series 7 Registered

This is a fully remote position, open to applicants in United States.

📋 Description

• Provide exceptional customer service through various channels, including phone, email, and chat.

• Enhance the customer service experience by continuously identifying and implementing process improvements.

• Broaden your knowledge in financial services by gaining in-depth expertise in equities trading, margin, and options.

⛳️ Requirements

• Possession of active FINRA Series 7 and 63 Licenses, with a minimum of 1 year of experience in a customer-facing brokerage role, including equities trading, margin accounts, and options trading.

• Series 24 and supervisory experience are preferred but not mandatory.

• A clean regulatory record with no Disclosure Events.

• Strong customer service skills along with excellent written and verbal communication abilities.

• Commitment to providing outstanding customer experiences through both phone and text-based interactions.

• Capability to quickly establish rapport and credibility with clients.

• A proactive self-starter with a desire to learn, comfortable in a fast-paced and ambiguous environment.

• Familiarity with front-end mobile trading applications.

• Ability to think independently, adapt to new tasks, and prioritize effectively in a multi-tasking environment.

• A passion for fostering a customer service-oriented culture.

🏝️ Benefits

• Competitive salary

• Generous annual leave benefits, including birthday and work anniversary time off

• 401(k) plan with employer matching contributions

• Eligibility for company-sponsored group health, dental, vision, and life/disability insurance

• Flexible work arrangements, including flexi-work hours and hybrid or remote setups

• Opportunities for career advancement through our internal mobility program, offering diverse career paths.