Financial Client Service Representative - International Client Services
About The Position
The Financial Client Service Representative serves international (non-US residents) and domestic clients with trading and account servicing needs. In a collaborative, fast-paced environment, the representative assists clients with trading stocks, ETFs, mutual funds, and options, as well as general account service inquiries. The role also includes translating documents for internal partners and providing service to clients in a foreign language as needed. Evening and overnight shifts also support clients within Stock Plan Services. The relationships developed and maintained in this role directly affect clients’ experience.
Requirements
- Hold Series 7 and Series 63 licenses, or successfully obtain them within the allotted training time as a condition of employment.
- Have well-developed, effective verbal and written communication skills to establish trust and rapport with clients.
- Be available to work a structured, assigned schedule, including lunch and break times determined by business needs.
- Demonstrate a positive attitude, enthusiasm, professionalism, a strong work ethic, and high integrity and ethics.
- Be willing and eager to learn in a fast-paced, evolving environment.
Nice To Haves
- Two or more years of college study in finance, economics, business administration, or a related area; a bachelor’s degree is preferred.
- Two or more years of customer service experience, preferably in financial services.
- One or more years of experience working with clients through phone, chat, or email.
- Basic to intermediate knowledge of investment products and the ability to explain complex subjects over the phone.
- Ability to quickly identify client needs, respond with empathy and compassion, and apply sound judgment to achieve client objectives via phone, chat, or email.
- Flexibility to work across email, chat, and phone channels as business needs change.
- High flexibility in shift times, especially early mornings, based on business needs.
Responsibilities
- Support international and domestic clients with trading and account servicing needs.
- Assist clients with trading stocks, ETFs, mutual funds, and options.
- Respond to general account servicing inquiries.
- Translate documents for internal partners.
- Provide service to clients in a foreign language as needed.
- Support Stock Plan Services clients during evening and overnight shifts.
Benefits
- Bonus opportunity
- Flexible work options
- Support for personal and professional development
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
