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.

Requirements

• FINRA Series 7 and 63 licenses
• 3+ years of customer-facing and/or in-bound phone experience
• Strong client service experience and interpersonal skills
• High school, associate degree, or bachelor's degree
• Passion for helping others and building client services skillset

Benefits

• Total potential compensation range $60,500 – 67,500
• Quarterly performance-based bonuses, merit increases, and company bonuses
• Milestone rewards ($10,000 at 3-year anniversary, $20,000 at 5-year anniversary, and every 5 years thereafter)
• Licensing bonus ($20,000 for bringing active SIE, Series 7, & Series 63 licenses)
• Generous Paid Time Off
• 401k Matching
• Retirement Plan