Client Services Team Lead

Liberty Personnel Services, Inc.; Radnor (Delaware County); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) match program

Paid vacation and sick time

Paid holidays

Professional development programs

Job summary

A leading brokerage firm in Delaware County seeks a Series 7 licensed Client Service Representative with at least 3 years of experience. This role involves serving as the first point of contact for client inquiries, assisting with transactions, and educating clients on platform features. The position offers a hybrid working model and a base salary of $80-110k+, along with an annual performance-based bonus and a comprehensive benefits package that includes medical, dental, vision, and 401(k) matching.

Qualifications

• 3+ years of Client Services experience in a brokerage environment.
• Active Series 7 and Series 63 licenses are required.
• Motivated, self-confident individual with strong learning desire.

Responsibilities

• Serve as the first point of contact for client inquiries.
• Process transactions and educate clients on platform features.
• Collaborate with teams to enhance the client experience.

Skills

Client Services experience in a brokerage environment

Strong communication skills

Technical skills

Organizational skills

Education

Active Series 7 and Series 63 licenses

Job description

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 environment
• Active Series 7 and Series 63 licenses (CRD # required upon request)
• Motivated, self-confident professional with a strong desire to learn
• Strong communication, technical, and organizational skills
• Ability to work independently and manage multiple priorities

Responsibilities

• Serve as the first point of contact for client inquiries, trade support, and account servicing
• Process transactions (initially equities and ETFs; additional asset classes such as options and fixed income to follow)
• Educate clients on platform features, investment tools, and product offerings
• Collaborate with operations and technology teams to enhance the client experience
• Participate in QA testing and feedback for the mobile trading application

Working Situation

• Hybrid
• Base Salary: $80-110k+, commensurate with experience.
• Additional Compensation: Annual performance-based bonus.
• Benefits Package: Comprehensive benefits, including medical, dental, vision, 401(k) match program, vacation and sick time, paid holidays, and professional development/career growth programs.

How to Apply

Please send me your resume to [e-mail]
Please add me on LinkedIn!
I look forward to working with you!
Chris McFarland
Liberty Personnel Services