Customer Service Representative - English/Spanish Bilingual

Tradier Inc.; Charlotte (NC); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health and Dental

Vacation/Personal Time Off

Job summary

Tradier Inc. in Charlotte, NC seeks a brokerage client services professional to provide top-tier service to Registered Investment Advisors and self-directed trading clients.

The role involves handling inbound inquiries, assisting with accounts paperwork, and coordinating with the clearing firm to resolve issues. Ideal candidates have at least 2 years in brokerage or banking customer service, strong Excel/Word skills, and relevant licenses (SIE, Series 7, 63) are preferred.

Qualifications

• Brokerage or banking customer service experience preferred.
• Proficiency with Excel and Word required.
• SIE, Series 7 and 63 licenses preferred.

Responsibilities

• Respond to inbound client correspondence in a timely, efficient and polite manner - in both English and Spanish.
• Answer questions regarding new accounts paperwork or customer service inquiries.
• 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 with the clearing firm to resolve issues.
• Provide coverage in other departments as needed.
• Perform various brokerage functions and administrative duties.
• Collaborate effectively with all departments in a team environment.

Skills

Customer service

Bilingual English/Spanish

CRM experience

Team player

Education

SIE

Series 7

Series 63

Tools

Excel

Word

CRM software

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