Registered Client Care Rep (WI)

Job Summary

A company is looking for a Registered Client Care Services Representative (s6 & s63).

Key Responsibilities

• Provide personalized client experiences by addressing inquiries and offering service options in a call center environment
• Resolve basic and intermediate inquiries and transactions, while developing proficiency in complex issues
• Foster professional relationships with clients and Financial Representatives to enhance brand loyalty and meet client needs

Required Qualifications

• Associate's degree in business or related field, or equivalent experience
• Minimum of 2 years of customer service experience with proven skills
• Advanced understanding of investment or income markets/products
• Basic understanding of tax implications related to financial products
• Must hold Series 6 and Series 63 FINRA licenses