Customer Service Professional (R24_0000003241)

Leverage your first in class customer service skills as first point of contact for advisors, clients, and business partners as a Client Service Professional! With our leadership team supporting you, youll learn how to research and respond to questions regarding service issues, policies, procedures, and account information over the phone. Additionally, well support your professional development through a company sponsored training program to attain FINRA SIE, FINRA Series 7 & Series 63 licenses! Key Responsibilities Maintain an appropriate study schedule and discipline in preparation for the FINRA SIE, Series 7 and Series 63 licensing exams. Serves as first customer point of contact regarding routine service issues, assist in troubleshooting issues, and enter service requests into appropriate systems for resolution by appropriate service partners. Ensure that all pertinent information is gathered and accurately entered to ensure prompt resolution. Receives guidance from Coaches on a frequent basis to process these requests. Required Qualifications High School Degree or Equivalent. 0-3 years relevant experience required. Excellent customer service skills that include the ability to explain complex policies or concepts in a straightforward, easy-to-understand manner. Strong written and spoken communication skills. Willingness to focus on the licensing study expectations. Demonstrated skill troubleshooting and identifying root causes and resolving issues. FINRA Series 7 registration, or ability to obtain within 90 days of start date (may require SIE and S7 top-off exams). State securities agent registration, or ability to obtain within 90 days of start date (may require S63 or S66 exam).