Customer Service Representative - English/Spanish Bilingual

Tradier Inc.; Charlotte (NC); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health and Dental

Vacation/Personal Time Off

Job summary

Tradier Inc. in Charlotte, NC is seeking a client services specialist for our Registered Investment Advisors and self-directed trading clients in a fast-paced brokerage environment.

You will deliver the highest level of service while complying with industry rules and regulations. Responsibilities include responding to inbound client inquiries in English and Spanish, managing CRM data, coordinating with the clearing firm, and supporting multiple departments as needed.

Qualifications

• Strong computer skills with Excel and Word required.
• Minimum of 2 years industry experience preferred.
• Discount Brokerage experience highly preferred.
• SIE, Series 7, and 63 licenses preferred.

Responsibilities

• Respond to inbound client correspondence in English and Spanish in a timely, polite manner.
• Answer questions regarding accounts and customer service inquiries.
• Manage customer platform requests and update the CRM database.
• Act as liaison between the Registered Investment Advisor, client and clearing firm.
• Maintain customer databases and notes.
• Work directly with the clearing firm to resolve issues.
• Provide coverage and assistance in other departments as needed.
• Perform various brokerage functions and administrative duties as necessary.
• Collaborate with all departments in a team environment.

Skills

Excel

Word

Education

SIE license

Series 7 license

SEC 63 license

Job description

Charlotte, NC

Summary of Responsibilities

This individual will provide the highest level of client satisfaction and customer service to the firm’s Registered Investment Advisors and self-directed trading clients in a high-paced brokerage environment, while adhering to industry rules and regulations. The requirements listed are representative of the knowledge, skills, and/or abilities required to perform this role successfully. An ideal candidate will have customer service experience in the brokerage, advisory, or banking, and additional operations experience is a plus. Responsibilities will include but are not limited to the following:

Key Job Duties and Responsibilities

• Respond to inbound client correspondence such as emails, calls, and other forms of communication in a timely, efficient and polite manner - in both English and Spanish
• Answer questions regarding new accounts paperwork or customer service related inquires in a courteous and helpful manner
• Manage customer platform requests and update the CRM database
• Act as liaison between the Registered Investment Advisor, the client and the clearing firm
• Maintain customer databases and notes
• Work directly with the clearing firm to resolve issues
• Provide coverage and assistance in other departments and lines of business where needed
• Perform various brokerage functions and administrative duties as necessary
• Work effectively with all departments and function in a team environment

Essential Qualifications and Registrations

• Must have strong computer skills (Excel and Word required)
• SIE, Series 7, and 63 licenses preferred
• Options and Margins experience preferred
• Minimum of 2 years industry experience preferred
• Discount Brokerage experience highly preferred

Salary and Benefits

• Salary commensurate with experience
• Health and Dental
• Vacation/Personal Time Off