Customer Service Representative, Series 7 Registered

Portsmouth, USA
Full time
Hybrid
Compensation is not specified
Role
Customer service
Description

Company: Foris Capital US LLC

Foris Capital US LLC is in search of experienced individuals with FINRA Series 7 registration to join our broker/dealer team. The primary focus of this role is to help expand the firm's regulated securities business through direct interaction with customers via phone, email, and chat.

The ideal candidate will possess expertise in equities trading, margin accounts, and options trading, and will play a crucial role in enhancing the overall customer experience. In addition to providing support to clients, you will also contribute to the continuous improvement of our customer service processes.

This position offers an annual salary ranging from $60,000 to $80,000.

Responsibilities

  • Provide high-quality customer service through various communication channels including phone, email, and chat.
  • Identify and implement improvements to the customer service experience.
  • Develop a strong understanding of equities trading, margin accounts, and options trading.

Requirements & Skills

  • Holds active FINRA Series 7 and 63 Licenses with a minimum of 1 year of customer-facing brokerage experience in equities trading, margin accounts, and options trading.
  • Preference for Series 24 and supervisory experience, although not mandatory.
  • Must have a clean regulatory record without any Disclosure Events.
  • Excellent written and verbal communication skills.
  • Capable of delivering exceptional customer experience through phone and text-based channels.
  • Ability to establish rapport and credibility with clients.
  • Self-motivated individual who thrives in a fast-paced environment.
  • Demonstrates independent thinking and judgment while adapting to new tasks.
  • Enthusiastic about contributing to a customer-centric culture.
Skills Required
Avatar
Сrypto.com
Company size
Not specified
Location
United States
Description
Not specified

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