FINRA Licensed Client Services Representative

Engaging directly with over 11,000 Financial Professionals, the full-time FINRA Licensed Client Services Representative will provide exceptional customer service, support account opening processes, and maintain client documentation in a remote setting. Key responsibilities Respond to investment executive and client inquiries, ensuring timely and accurate execution of requests Assist in the account opening process and maintain electronic client files on proprietary software Act as a liaison between investment executives and various financial entities to facilitate smooth transactions Required qualifications High School Diploma or equivalent (GED) required; Bachelor's degree preferred FINRA Series 7 License is preferred Prior customer service experience in a financial services environment is advantageous Strong ability to learn and apply new information quickly Excellent organizational skills and ability to manage multiple tasks simultaneously