Financial Services Representative, Assets (Requires FINRA Series 7)
Core
Provide high-quality customer support via phone, chat, and email for asset-related inquiries, transactions, and issues, ensuring end-to-end resolution and data integrity.
Role type
Customer Service Specialist (Financial Services)
Builds
Customer support interactions for asset and investment products
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
Problem-solving, empathy, judgment, product knowledge, regulatory understanding, clear communication, data privacy compliance, self-learning
Preferred skills
Adaptability, composure under pressure, teamwork, ownership mindset, flexibility with shifts
Technologies
Case-handling systems, communication channels (phone, chat, email)
Responsibilities
Resolve customer contacts and queries with minimal escalation, meet performance targets on resolution rate and handling time, maintain accurate records, follow security and data privacy procedures, contribute to knowledge sharing and continuous improvement
Seniority
Individual Contributor, entry-to-mid level
