Financial Client Service Representative - International Client Services
About The Position
The Financial Client Services Representative serves international (non-U.S. residents) and domestic clients with a full range of service and trading needs. The role operates in a collaborative, fast-paced environment and assists clients with trading stocks, ETFs, mutual funds, and options, as well as general account servicing inquiries. The representative also provides document translation services for internal partners and assists clients in foreign languages as needed. Evening and overnight shifts also support clients within Stock Plan Services. The relationships built and maintained in this role directly affect clients’ experiences.
Requirements
- Hold Series 7 and Series 63 licenses, or successfully obtain these licenses within the allotted training time as a condition of employment.
- Have well-developed verbal and written communication skills to establish trust and rapport with clients.
- Be available to work a structured schedule and adhere to assigned schedules, including lunch and break times determined by business needs.
- Demonstrate a positive attitude, enthusiasm, professionalism, a strong work ethic, and a high level of integrity and ethics.
- Be willing and motivated to learn in a fast-paced and 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 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
- Serve international and domestic clients with service and trading needs.
- Assist clients with trading stocks, ETFs, mutual funds, and options.
- Respond to general account servicing inquiries.
- Provide document translation services for internal partners.
- Assist clients in foreign languages as needed.
- Support Stock Plan Services clients during evening and overnight shifts.
Benefits
- Eligible for a bonus opportunity in addition to the salary range.
- Flexible work options.
- Supportive culture.
- Focus on employee development.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
