Client Service Excellence Representative (FINRA Licensed)

Join our team of “crew” as a Client Service Excellence Center associate and help our clients through life's biggest moments! As a Client Service Excellence Center associate, you will connect with clients via inbound phone calls to assist with their account-related needs.

Requirements

• 3+ years of customer-facing and/or in-bound phone experience
• High school, associate degree, or bachelor's degree
• Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC)
• Strong client service experience
• Strong interpersonal and client relationship management (CRM) skills
• A learner's attitude and an appetite to continuously build your knowledge

Benefits

• Financial and career stability
• Longevity
• Balance
• Total potential compensation range $60,500 – 67,500
• Quarterly performance-based bonuses
• Merit increases
• Company bonuses
• $20,000 licensing bonus for bringing active SIE, Series 7, & Series 63 licenses
• Milestone rewards ($10,000 at 3-year anniversary, $20,000 at 5-year anniversary, $20,000 every 5 years thereafter)