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 and resolved cases for asset and investment products
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
FINRA Series 7 license, customer-facing experience, product and process knowledge of financial instruments, regulatory compliance, case-handling processes, data privacy procedures
Preferred skills
problem-solving, empathy, adaptability, ownership mindset, verbal and written English proficiency
Responsibilities
Handle complex customer issues across multiple channels, meet performance targets on resolution rate and handling time, maintain accurate records, follow security and data privacy procedures, contribute to knowledge sharing
Seniority
Individual Contributor