Job Description

Are you a communicator who loves helping others? Do you want to launch a career in the financial services industry with a global leader known for its "client-first" mission and high ethical standards?

We are looking for motivated professionals to join our team as Customer Service Representative. In this role, you aren’t just providing customer service—you are becoming a technical subject matter expert, helping investors navigate their financial journeys.

The Best of Both Worlds: Hybrid Flexibility

Enjoy the collaboration of an in-office environment with the comfort of working from home.

• On-Site: Tuesday, Wednesday, & Thursday.
• Remote: Monday & Friday.

Schedule Details:

• Training Hours: Mon-Fri, 8:30 AM – 5:00 PM.
• Post-Training Hours: Mon-Fri, 9:30 AM – 6:00 PM.

What’s In It For You?

• Paid Expert Training: 25 days of world-class instruction through a dedicated corporate university to set you up for success.
• Competitive Pay: $23.00/hr.
• Seamless Onboarding: We’ve optimized our process! You’ll start on a Friday for equipment setup and orientation so you are ready to hit the ground running for training on Monday.

This Role is For You If:

• You excel at explaining complex information in simple terms.
• You are a "people person" with strong relationship management skills.
• You have an interest in finance and a desire to learn new software technologies.
• You thrive in fast-paced, professional environments that value teamwork and respect.

Key Responsibilities:

• Serve as the first point of contact for investors via inbound calls.
• Execute monetary transactions and resolve account inquiries.
• Use a consultative approach to guide clients toward the best investment solutions.
• Collaborate with a small, motivated team to drive process improvements.

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