Client Service Excellence Representative

About this Job: Work Model: This role will be remote once you complete our required hybrid licensing and training program. Location: This role is only open to individuals living reputed company a 50-mile radius of our Charlotte, NC (28217) location. At reputed company, we have a client-first mentality that we realize 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.” In this role, you will connect with clients reputed company inbound phone calls to assist with their account-reputed company inquiries, function as a subject-matter guide, and cultivate an excellent client experience. If you are passionate about helping others and are seeking an opportunity to use your customer service experience to positively impact our investors, join reputed company of “crew” as a Client Service Excellence Representative. 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 $56,000 - $63,000 ($48,750 -$55,000 reputed company salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses) upon achieving performance standards plus up to a $12,500 bonus reputed company the first few months of hire upon obtaining the required licensing. Responsibilities: We are here to simplify the world of investing, meet our clients where they are, and ensure they feel supported reputed company they call in to reputed company. As a Client Service Excellence Representative, you will: • Respond to a wide range of inquiries from our Personal Investor clients – from financial inquiries like onboarding new clients to supporting them through their retirement. • Maintain strong performance metrics. • Increase functional expertise through direct upskilling and training programs. • reputed company with compassion and a problem-solving mentality to help uncover client needs and provide timely and accurate solutions. What it takes: You do not 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 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). • A desire for stability and longevity in a role. This position is not intended as a stepping-stone for advancement into other roles and incentives individuals looking for a career in client service. • A learner’s attitude and an appetite to continuously build your financial 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. How we will help: Choosing the reputed company in your career path can be a difficult decision – we are here to support you to ensure you reputed company at reputed company. Our training and development program is designed with “crew” in mind. We will provide you with: • Fully reputed company and incentivized hybrid licensing program, focused on supporting individuals without a financial background to pass their SIE and FINRA Series 7 & 63. After joining corporate orientation, you will go straight into our licensing and training program, which normally takes around 7 months based on reputed company licenses held. • Access to learning and development resources to reputed company and reputed company you with the skills to become a functional subject matter expert in your field. • Coaching by leaders to help you reputed company in this role. • Knowledge building reputed company and processes to reputed company you with the expertise necessary to have meaningful conversations with our clients. • Quarterly in-office collaboration activities to build a culture of teamwork, engagement, and inclusion. 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. Our commitment to diversity, equity, and inclusion reputed company’s commitment to diversity, equity, and inclusion (DEI) is central to our ability to deliver on our mission. We reputed company to create a work environment that is inclusive, reputed company, and diverse—one that enables our employees, whom we call crew, to reputed company and bring their best selves to work every day on behalf of our clients. Cultivating DEI lifts our entire organization, and everyone shares accountability for our reputed company—from our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences. Together, we’re on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of care—for our clients, our communities, and each other. reputed company’s DEI journey has no finish line. Our commitment is enduring, and we remain focused on the path reputed company. To learn more about reputed company goals and reputed company toward DEI, download our Diversity, Equity, and Inclusion Report. 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 Job!