Client Service Excellence Representative

Join our team as a Client Service Excellence Representative and help redefine what exceptional client service looks like. Assist clients with their account-related needs and provide timely and accurate solutions to ensure every interaction instills trust. We welcome individuals from all backgrounds who have a passion for helping others, strong client service experience, and a desire to continuously grow their expertise.

Requirements

• 3+ years of customer-facing and/or in-bound phone experience
• 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
• Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC)

Benefits

• Total potential compensation range for your first full year in this role is $60,500 - 67,500
• Quarterly performance-based bonuses, merit increases, and company bonuses
• 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