Client Support Representative

Jobtailor; Arizona; On-site; USD 38,000 - 60,000; Full time

Job summary

Jobtailor in the United States, Arizona, is seeking a customer service professional to support clients in a financial services environment. You will handle inbound calls, answer questions about accounts and products, and resolve issues while ensuring accurate documentation and adherence to SLAs.

You will also follow company policies, participate in training, and collaborate with internal teams to improve service delivery, with a focus on data privacy and regulatory compliance.

Qualifications

• High School Diploma or equivalent (GED) required.
• Minimum 1 year providing customer service, including proven results resolving challenging issues.
• Customer-focused mindset.
• Attention to detail and accuracy.
• Problem-solving and critical-thinking skills.
• Time-management and organizational skills.
• Motivation to build a career in financial services.
• Proficiency with Windows, Microsoft Excel, Word, Outlook, and the Internet.
• Ability to communicate effectively verbally with Advisors about service issues.
• Ability to read and interpret company policies, operations manuals, Pershing manuals, and technical guides.
• Minimum 1 year of brokerage experience preferred.
• Completion of the FINRA SIE exam preferred.
• FINRA Series 7 preferred.
• Bachelor’s degree in business, finance, or a related field preferred.
• Experience or exposure to financial services, investment advisory, billing, accounting, customer service, advisor support, client support, operations support, account management, broker-dealer, financial advisor, support representative, customer service representative, or back-office operations.

Responsibilities

• Answer inbound client calls in a courteous, professional, and timely manner.
• Respond to questions about accounts, products, services, and procedures.
• Research and resolve issues, escalating complex matters as needed.
• Document customer interactions accurately in internal systems.
• Review, verify, and process service forms and client requests.
• Follow workflows and service-level agreements to meet turnaround expectations.
• Contact clients about missing information or required corrections.
• Adhere to company policies, regulatory requirements, and data privacy standards.
• Participate in ongoing training on products, systems, and procedures.
• Collaborate with internal teams to resolve inquiries and improve service delivery.
• Identify recurring issues and provide feedback to leadership.
• Contribute to a positive, customer-focused team environment.

Skills

Customer Service

Problem-Solving

Time Management

Organizational Skills

Brokerage Experience

Account Management

Data Privacy Standards

Service-Level Agreements

Documenting Interactions

Issue Resolution

Communication Skills

Collaboration

Critical Thinking

Motivation

Education

Bachelor’s degree in business or finance

Tools

Windows

Microsoft Excel

Microsoft Word

Microsoft Outlook

Internet

Job description

• Answer inbound client calls in a courteous, professional, and timely manner


• Respond to questions about accounts, products, services, and procedures


• Research and resolve issues, escalating complex matters as needed


• Document customer interactions accurately in internal systems


• Review, verify, and process service forms and client requests


• Follow workflows and service-level agreements to meet turnaround expectations


• Contact clients about missing information or required corrections


• Adhere to company policies, regulatory requirements, and data privacy standards


• Participate in ongoing training on products, systems, and procedures


• Collaborate with internal teams to resolve inquiries and improve service delivery


• Identify recurring issues and provide feedback to leadership


• Contribute to a positive, customer-focused team environment

Requirements

• High School Diploma or equivalent (GED) required


• Minimum 1 year providing customer service, including proven results resolving challenging issues


• Customer-focused mindset


• Attention to detail and accuracy


• Problem-solving and critical-thinking skills


• Time-management and organizational skills


• Motivation to build a career in financial services


• Proficiency with Windows, Microsoft Excel, Word, Outlook, and the Internet


• Ability to communicate effectively verbally with Advisors about service issues


• Ability to read and interpret company policies, operations manuals, Pershing manuals, and technical guides


• Minimum 1 year of brokerage experience preferred


• Completion of the FINRA SIE exam preferred


• FINRA Series 7 preferred


• Bachelor’s degree in business, finance, or a related field preferred


• Experience or exposure to financial services, investment advisory, billing, accounting, customer service, advisor support, client support, operations support, account management, broker-dealer, financial advisor, support representative, customer service representative, or back-office operations

Core Competencies

Demonstrates strong customer service skills with a focus on problem-solving and attention to detail. Proficient in using Microsoft Office tools and familiar with financial services operations and compliance standards.

Highest-signal resume keywords

• Customer Service Experience


• Problem-Solving Skills


• Attention to Detail


• Proficiency with Microsoft Excel


• FINRA Series 7

ATS Optimization Keywords

Hard Skills

• Customer Service


• Problem-Solving


• Time Management


• Organizational Skills


• Brokerage Experience


• Account Management


• Data Privacy Standards


• Service-Level Agreements


• Documenting Customer Interactions


• Research and Issue Resolution

Soft Skills

• Communication Skills


• Customer-Focused Mindset


• Collaboration


• Critical Thinking


• Motivation

Certifications & Qualifications

• FINRA SIE Exam


• FINRA Series 7

Industry Keywords

• Financial Services


• Investment Advisory


• Broker-Dealer


• Client Support


• Back-Office Operations


• Advisor Support


• Billing


• Accounting


• Operations Support


• Customer Service Representative

Tools & Technologies

• Windows


• Microsoft Excel


• Microsoft Word


• Microsoft Outlook


• Internet