Client Service Excellence Representative (FINRA Licensed)
Core
Connect with clients via inbound phone calls to assist with account-related needs and resolve issues.
Role type
Client Service Representative (FINRA Licensed)
Builds
Client support and account resolution services for individual investors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
inbound phone experience, client relationship management, problem-solving, empathy, regulatory license compliance
Preferred skills
3+ years customer-facing experience, ownership mindset, continuous learning attitude
Technologies
CRM systems, Vanguard client platforms
Responsibilities
Answer inbound calls to assist with account maintenance and resolve client issues; Lead with empathy to uncover client needs and provide accurate solutions; Collaborate with internal departments to improve client experience
Seniority
Individual Contributor, mid-level