Registered Client Care Representative (WI)

A company is looking for a Registered Client Care Services Representative (s6 & s63) to provide client support in a remote setting. Key Responsibilities Deliver personalized client experiences by addressing inquiries and providing service options in a call center environment Resolve inquiries and transactions for Financial Representatives and clients, including semi-complex issues Foster professional relationships with clients and advocate for Financial Representatives to meet client needs Required Qualifications Associate's degree in business or related field, or equivalent experience Minimum of 2 years of related customer service experience Advanced understanding of investment or income markets/products Basic understanding of tax implications Required certifications: Series 6, Series 63, and SIE - FINRA

Mar 5, 2025 - 16:43

A company is looking for a Registered Client Care Services Representative (s6 & s63) to provide client support in a remote setting. Key Responsibilities Deliver personalized client experiences by addressing inquiries and providing service options in a call center environment Resolve inquiries and transactions for Financial Representatives and clients, including semi-complex issues Foster professional relationships with clients and advocate for Financial Representatives to meet client needs Required Qualifications Associate's degree in business or related field, or equivalent experience Minimum of 2 years of related customer service experience Advanced understanding of investment or income markets/products Basic understanding of tax implications Required certifications: Series 6, Series 63, and SIE - FINRA