Service Professional
Quick Summary
Handle complex and escalated issues from financial professionals and customers. Provide support to our clients in all aspects of their business. This will include brokerage operations,
1+ year of previous call center experience 1+ year of proficiency with Microsoft Office tools. Must have
Responsibilities
~1 min read- →
Handle complex and escalated issues from financial professionals and customers.
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Provide support to our clients in all aspects of their business. This will include brokerage operations, advisory accounts, transfers, direct business, etc.
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Provide support to our clients with the navigation and use of various systems associated with the Broker/Dealer
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Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule.
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Utilize the CRM (Client Relationship Management) tool to accurately record each call.
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Work independently within the team to assist callers without requiring outside assistance.
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Participate in special projects as assigned.
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Provide training support on department process and system navigation
Requirements
~1 min read1+ year of previous call center experience
1+ year of proficiency with Microsoft Office tools.
Must have High School diploma or GED
Demonstrated experience delivering excellent problem resolution, organizational and follow up skills
Success driven personality
The base annual salary range for this role is $20.20 - $25.00 hourly, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
#LI-Onsite
Location & Eligibility
About this job
- Pay per year
- ≈ $42,016–$52,000 a year
- 41% above the $33,280 median for Customer Service Representative jobs on Jobera (1,720 salaries).
- Who can apply
- United States
- Posted
- 1 day ago
Listing Details
- Posted
- October 15, 2026
- First seen
- October 15, 2026
- Last seen
- October 15, 2026
Posting Health
- Days active
- 0
- Repost count
- 1
- Trust Level
- 62%
- Scored at
- October 16, 2026
Signal breakdown
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