Customer Service Representative
Customer Service Representative
Direct hire/ Fulltime
Location: Frisco, TX 75034
Job Description:
Seeking a customer-focused professional with an active license(Preferred) to provide exceptional support to brokerage and financial services clients while ensuring compliance with regulatory requirements.
Key Responsibilities:
- Handle client inquiries related to brokerage, investment, and retirement accounts.
- Process account maintenance requests, transactions, and service inquiries.
- Resolve customer issues while delivering a high-quality client experience.
- Maintain accurate documentation in CRM systems.
- Ensure compliance with SEC and company policies.
- Meet established SLAs, KPIs, and quality standards.
Nice to have:
- Active Client certification (e.g., Series 7, Series 63, or Series 66).
- 2+ years of customer service experience in financial services or brokerage.
- Strong communication, problem-solving, and customer relationship skills.
- Knowledge of financial products, regulatory compliance, and CRM systems.