Financial Client Service Representative - International Client Services
About The Position
The Financial Client Service Representative services international (non-U.S. residents) and domestic clients with a broad range of service and trading 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 involves providing document translation services for internal partners and serving clients in a foreign language as needed. Evening and overnight shifts also support clients within Stock Plan Services. The client 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.
- Demonstrate effective verbal and written communication skills to establish trust and rapport with clients.
- Be available to work a structured schedule and adhere to assigned working times, including lunch and breaks as determined by business needs.
- Bring a positive attitude, enthusiasm, professionalism, a strong work ethic, and a high level of integrity and ethics.
- Show willingness and desire 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.
- At least two years of customer service experience, preferably in financial services.
- At least one year of experience working with clients by phone, chat, or email.
- Basic to intermediate knowledge of investment products and the ability to explain complex subjects by phone.
- Ability to quickly identify client needs, respond with empathy and compassion, and apply sound judgment to achieve client objectives through 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, as business needs require.
Responsibilities
- Assist international and domestic clients with trading stocks, ETFs, mutual funds, and options.
- Respond to general account servicing inquiries.
- Provide document translation services for internal partners.
- Serve clients in a foreign language as needed.
- Support Stock Plan Services clients during evening and overnight shifts.
- Communicate with clients through phone, chat, and email as business needs require.
Benefits
- Eligible for a bonus.
- Language incentive opportunities.
- Flexible work options.
- Supportive culture.
- Focus on employee development.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
