A leading online brokerage firm in Florida is seeking a Client Experience Representative to provide end-to-end client support to a diverse trader base. Responsibilities include resolving client inquiries, account maintenance, and offering software support. The ideal candidate must have a Bachelor's degree and be able to obtain SIE, Series 7, 63, and 3 licenses within 90 days. This is an on-site position located in Plantation, FL, promoting a fast-paced and customer-focused environment.
Qualifications
Must acquire SIE, Series 7, 63 and 3 licenses within 90 days.
Experience in customer support or related field is preferred.
Responsibilities
Resolve client inquiries via email, chat, and phone.
Work in a team-oriented environment.
Account maintenance and software support.
Skills
Ability to learn multiple trading platforms
Ability to work in a fast paced environment
Familiar with customer account procedures
Education
Bachelor's degree
Job description
A leading online brokerage firm in Florida is seeking a Client Experience Representative to provide end-to-end client support to a diverse trader base. Responsibilities include resolving client inquiries, account maintenance, and offering software support. The ideal candidate must have a Bachelor's degree and be able to obtain SIE, Series 7, 63, and 3 licenses within 90 days. This is an on-site position located in Plantation, FL, promoting a fast-paced and customer-focused environment.