Job Details:
Client Services Team Lead
Company:
A fast-growing broker-dealer focused on delivering exceptional service, transparent practices, and long-term client value. As an online/mobile brokerage firm, we are seeking a Series 7 licensed Client Service Representative with 2–3 years of experience assisting brokerage clients.
Qualifications:
3+ years of Client Services experience in a brokerage environmentActive Series 7 and Series 63 licenses (CRD # required upon request)Motivated, self-confident professional with a strong desire to learnStrong communication, technical, and organizational skillsAbility to work independently and manage multiple priorities Qualifications:
Serve as the first point of contact for client inquiries, trade support, and account servicingProcess transactions (initially equities and ETFs; add...