Support internal and external customers by providing moderately complex support services in account management operations documentation funding customer service and technical support
Provide feedback and present ideas for improving or implementing processes and tools within Customer Service- Licensed group
Perform complex duties including: acting as primary support contact for customers and internal partners supporting clients answering questions solving problems and transactional or navigational support
Provide subject matter expertise and interpretation of procedures to less experienced staff
Interact with immediate team functional area and internal peers outside work group on wide range of information
Required Qualifications:
Experience in Customer Service- Licensed or equivalent demonstrated through one or a combination of the following: work experience training or education
Active license or successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63
Desired Qualifications:
Minimum of 2 years in a customer service (voice) preferably in Brokerage Services
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