Oklahoma FINRA Licensed Client Representative

To support clients through significant financial moments, the fully remote Oklahoma FINRA Licensed Client Representative will manage inbound phone calls to assist with account-related inquiries, providing empathetic and timely solutions while collaborating with internal teams. Key responsibilities Assist clients with a wide range of financial inquiries, including account maintenance and issue resolution Demonstrate empathy and ownership in problem-solving to enhance client experiences Collaborate with internal departments to improve client and crew experiences through strategic initiatives Required qualifications Active FINRA Series 7 and Series 63 licenses 3+ years of customer-facing and/or inbound phone experience Strong sense of ownership for client outcomes and accountability High school diploma, associate degree, or bachelor's degree A desire for stability and a commitment to a long-term career in client service