Client Support Associate - Hybrid 9am to 6pm (Mon. Tues., Fri. Sat. & Sun.(Sat & Sun Remote)

Firstrade Securities • Orlando, FL

402d • $39,520 - $43,680

About The Position

Firstrade Securities Inc. is seeking a self-motivated Client Support Associate to join their Customer Service Department. This role involves assisting customers with investment services, addressing inquiries, and resolving complaints through email and phone communication. The position emphasizes exceptional customer service and requires the ability to handle straightforward inquiries while escalating more complex issues when necessary.

Requirements

• Proficient business writing experience in English.
• Ability to read attentively and tailor responses to meet customers' specific needs.
• Ability to manage and de-escalate difficult and complicated problems.
• Ability to work in a fast-paced environment and follow up on multiple tasks with accuracy and timeliness.
• Previous phone, email, and/or chat customer service experience preferred.

Nice To Haves

• Fluency in Spanish is valued.
• Associate's degree preferred.
• 1 year of customer service experience preferred.

Responsibilities

• Daily interaction with customers by responding to inbound email and phone calls regarding investment information and services.
• Provides exceptional customer service by meeting all customer demands related to straightforward inquiries.
• Assesses customer information and provides appropriate product and service solutions.
• Maintains strong product knowledge to assist customers effectively.
• Takes ownership of customer issues and resolves problems independently, escalating difficult issues to supervisors when appropriate.
• Performs a broad range of tasks of varying complexity to meet business needs.

Benefits

• Health savings account
• Health insurance
• Dental insurance
• 401(k)
• Flexible spending account
• Paid time off
• Vision insurance
• 401(k) matching
• Employee discount
• Life insurance
• Retirement plan

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Associate degree