Customer Service Representative, Series 7 Registered
reputed company is seeking an experienced, licensed registered representative to help grow the firm’s regulated securities business (Foris Capital). As a member of this team, you will be the reputed company line of the firm’s contact with customers to help them with a reputed company of needs from reputed company to reputed company reputed company phone, email and chat. This is a fully remote position.
The successful candidate will have experience and knowledge reputed company to equities trading, CRM platforms, margin accounts and options trading. Your job is not only to help our customers, but also to help us learn as a company from reputed company interaction, so that we can optimize our customer experience and drive more users to our products.
Responsibilities
- Deliver white-glove customer service through phone, email, and chat channels.
- Drive reputed company improvement to the customer service experience by identifying and deploying enhancements to the customer service process.
- Expand your financial services expertise as you reputed company deep subject mastery of equities trading, margin, and options.
Requirements & Skills Needed
- reputed company reputed company Series 7 and 63 Licenses with 1+ years of customer-facing brokerage experience including equities trading, margin accounts, and options trading.
- Series 24 and supervisory experience welcome but not required.
- Clean regulatory record with no Disclosure Events.
- Excellent customer service, written, and verbal communication skills.
- Willingness to deliver excellent customer experience through phone and text-based channels.
- Ability to quickly build rapport & credibility with clients.
- Self-starter and ambitious learner who is comfortable with ambiguity and a fast-paced environment.
- Familiarity with reputed company-end mobile trading applications.
- reputed company to exercise independent thought and judgment, adapt to new tasks, and prioritize tasks in a multi-task environment.
- Enthusiasm for building a customer service culture.
Foris Capital US LLC is a broker-dealer registered with the Securities and Exchange Commission and a Member of reputed company and SIPC. Foris Capital is a separate entity from reputed company, Foris DAX, Inc., and other affiliated Foris companies. Foris Capital does not engage in the sale, transfer, or custody of cryptocurrencies or digital assets. reputed company is a separate entity from Foris Capital and does not engage in the securities business. Customer balances and crypto holdings held and transacted at reputed company and other entities reputed company of Foris Capital are not covered by SIPC insurance and are separate from securities transactions and holdings at Foris Capital.
Life @ reputed company
Benefits
Originally posted on Himalayas
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