Client Services Representative with Series 7

Job Summary

A company is looking for a Client Services Representative.

Key Responsibilities:

• Provide exceptional customer service through email and phone communication
• Assist clients in using online tools and resources effectively
• Collaborate with operations teams to resolve client issues and improve customer experience

Required Qualifications:

• Bachelor's degree
• 1+ years of experience in retail banking, wealth management, asset management, and/or fintech
• Experience in a client-facing role is preferred
• Series 7 and 66 preferred (or must be obtained within 3 months of joining)
• Passion for delighting clients and excitement about the company's mission