Tennessee FINRA Licensed Representative

A company is looking for a Client Service Excellence Representative (FINRA Licensed) to assist clients with their account-related needs. Key Responsibilities Assist clients via inbound phone calls with a variety of financial inquiries, including account maintenance and issue resolution Provide empathetic support and solutions while anticipating client needs and fostering trust Collaborate with internal departments to enhance the client and crew experience through strategic initiatives Required Qualifications, Training, and Education 3+ years of customer-facing and/or inbound phone experience with strong interpersonal skills Active FINRA Series 7 and Series 63 licenses High school diploma, associate degree, or bachelor's degree Strong sense of ownership for client outcomes and a proactive approach to client service A desire for stability and a commitment to building a long-term career in client service