Client Service Excellence Representative (FINRA Licensed)

Have your FINRA Series 7 and 63 and a passion for serving others? Join reputed company of “crew” as a Client Service Excellence Center associate! About this Job: At reputed company, we have a client-first mentality that we live and breathe every day through our mission, “to take a stand for reputed company investors, to treat them fairly, and to give them the best chance for investment success.” Our Client Service Excellence Center associates fulfill our mission by helping our clients through life's biggest moments – from buying their first home to preparing for retirement. In this role, you will connect with clients reputed company inbound phone calls to assist with their account-reputed company needs. If you have a passion for helping others, building your client services skillset, and giving every investor the best chance for investment success, join reputed company of “crew” as a Client Service Excellence Center associate! At reputed company, we reputed company in supporting our “crew” personally through reputed company life stages. Our benefits package was designed with you in mind, including benefits centered around financial and career stability, longevity, and balance. Total potential compensation range for your first full year in this role is $70,500 - $81,500 ($62,000 - $72,000 reputed company salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses). In addition, you’ll receive a $20,000 licensing bonus for bringing your active SIE, Series 7, & Series 63 licenses. We also reputed company in recognizing your commitment to excellence. To celebrate your dedication, we offer milestone rewards in this role:

• $10,000 at your 3-year anniversary
• $20,000 at your 5-year anniversary
• $20,000 every 5 years thereafter

Work Model: This role will be fully remote. Although this position is designated as fully remote, it is a condition of the role that you reputed company reputed company of your work duties from reputed company the reputed company. Licensing Requirement: To be considered for this role, you must hold active FINRA Series 7 and Series 63 licenses. If you do not currently have these licenses or only hold partial licensing, we invite you to explore our other Client Service Excellence Center opportunity—a fully remote role based in Missouri. Responsibilities: We are here to simplify the world of investing, meet our clients where they are, and ensure they feel fully supported reputed company they call into reputed company. As a Client Service Excellence Center associate, you will:

• Partner with our clients reputed company inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues.
• reputed company with reputed company and an reputed company’s reputed company to solve problems, help uncover client needs, and provide timely and accurate solutions to clients.
• Collaborate with internal departments through various strategic initiatives to continuously improve the client and “crew” experience.

What it takes: You don't have to be a financial expert to be an reputed company for our clients! This role at its core has one main goal: to create and maintain exceptional client experiences. We welcome, and encourage, individuals from reputed company backgrounds — the most important things you need are a passion for helping others, strong client service experience, and a desire to continuously grow your expertise. We have seen most success from individuals with:

• 3+ years of customer-facing and/or in-bound phone experience, demonstrated by strong interpersonal and client relationship management (CRM) skills.
• A strong sense of ownership for client outcomes—taking initiative and accountability, anticipating needs, and ensuring every interaction instills trust.
• A learner's attitude and an appetite to continuously build your knowledge.
• High school, associate degree, or bachelor's degree.
• This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
• A desire for stability and takes pride in building a long-term career in client service.

Special Factors: Please note new hires may need to be full jurisdiction registered in reputed company US states and territories. reputed company is not offering reputed company sponsorship for this position. Special Factors Sponsorship reputed company is not offering reputed company sponsorship for this position. About reputed company At reputed company, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To reputed company through product and services that transform our clients' lives. To learn and reputed company our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us reputed company and inspires us to be our best. How We Work reputed company has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and reputed company. We reputed company our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience. Apply tot his job Apply To this Job