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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills with a focus on problem-solving and attention to detail, while adhering to regulatory requirements and company policies in the Financial Services industry.
Highest-signal resume keywords
Customer Service ExperienceAttention To DetailProblem-Solving SkillsFINRA Series 7Brokerage Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Microsoft ExcelMicrosoft WordMicrosoft OutlookData Privacy StandardsService-Level AgreementsFinancial Services KnowledgeAccount ManagementOperations SupportTechnical Guide InterpretationService Form Processing
Soft Skills
Effective Verbal CommunicationTime ManagementOrganizational SkillsTeam CollaborationCustomer-Focused Mindset
Certifications & Qualifications
FINRA SIE ExamHigh School Diploma or GED
Industry Keywords
Financial ServicesInvestment AdvisoryCustomer SupportBroker-DealerClient SupportBack Office Operations
About the role
Key responsibilities & impact- Answer inbound calls from clients in a courteous, professional, and timely manner
- Respond to questions regarding accounts, products, services, and procedures
- Research and resolve issues efficiently, escalating complex matters as needed
- Document all interactions accurately in internal systems
- Review, verify, and process service forms and requests submitted by clients’ financial professionals
- Follow established workflows and service-level agreements to meet turnaround time expectations
- Communicate with clients regarding missing information or required corrections
- Adhere to company policies, regulatory requirements, and data privacy standards
- Maintain accuracy and attention to detail in customer interactions and transactions
- Participate in ongoing training to stay current on products, systems, and procedures
- Work closely with internal teams to resolve inquiries and improve service delivery
- Identify trends or recurring issues and provide feedback to leadership
- Contribute to a positive team environment and customer-focused culture
Requirements
What you’ll need- High School Diploma or equivalent (GED) required
- Minimum 1 year providing customer service, including proven results in bringing solutions to challenging issues
- Proficient with Windows Microsoft Excel, Word, Outlook and Internet
- Ability to verbally communicate effectively with the Advisors regarding service issues
- Ability to read and interpret company policies, operations manuals, Pershing manuals, and technical guides
- Customer-focused mindset
- Attention to detail and accuracy
- Problem-solving and critical-thinking skills
- Time management and organizational skills
- Motivated individuals looking to grow a career in the Financial Services industry
- Applicants should be located at one of the listed hubs and must be willing to work a hybrid schedule requiring a minimum of 4 days weekly in the office
- Minimum 1 years’ experience of brokerage experience preferred
- Completion of the FINRA SIE exam preferred
- FINRA Series 7 preferred
- Bachelor’s degree in business, Finance or related field preferred
- Prior experience or exposure including Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations
Benefits
Comp & perks- Annual performance-based bonus
- Health insurance
- Vision insurance
- Dental insurance
- 401k
- Paid time away
- Volunteer days
- Ongoing training
- Opportunities for long-term growth and career development