Job Description
As a seasoned customer service leader, you will be responsible for resolving routine and complex client service issues with courtesy and sound judgment. Your strong analytical and technical aptitude will enable you to troubleshoot and explain intricate subjects to clients.
The ideal candidate will have a financial services industry background, professional demeanor, and experience in managing interactions with an experienced clientele base. You will work closely with the head of customer service to supervise and train other staff within the team.
Key responsibilities include:
* Resolving client inquiries regarding account administration, order types, product availability, margin calculations, and commission structure.
* Collaborating with internal departments on common issues.
* Contributing to the development of customer service systems, policies, and procedures.
* Assisting the head of customer service in supervising and training other staff within the team.
Required skills and qualifications include:
Skills and Qualifications
* Bachelor's or advanced degree in business or related field.
* Minimum 3 years of experience in financial services, preferably in brokerage, banking, trading, exchange, or clearing house.
* Strong verbal and written communication skills to accommodate client inquiries via phone, email, or online chat.
* Deep understanding of stocks, securities options, futures, options on futures, foreign exchange, and income.
* Working knowledge of various exchange operations, regulations, product offerings, execution platforms, rules, and margin methodologies.
* FINRA Series 7, 63 registration, or ability to obtain licenses.
This is a mid-senior level, full-time position in the financial services industry.