FINRA Licensed Client Service Representative

To support a client-first mission, the full-time remote FINRA Licensed Client Service Representative will assist clients with account-related inquiries via inbound phone calls, ensuring exceptional service and timely solutions. Key responsibilities Partner with clients through inbound calls to address a variety of financial inquiries and account maintenance needs Lead with empathy to resolve issues, uncover client needs, and provide accurate solutions Collaborate with internal departments to enhance the client and crew experience through strategic initiatives Required qualifications Active FINRA Series 7 and Series 63 licenses 3+ years of customer-facing and/or inbound phone experience with strong client relationship management skills Demonstrated ownership for client outcomes, with a proactive approach to anticipating needs High school diploma, associate degree, or bachelor's degree A commitment to building a long-term career in client service