Experienced Customer Service Representative with FINRA Licenses (6/63 or 7/63) for Remote Nationwide Opportunities at blithequark

Remote, USA Full-time
Introduction to blithequark At blithequark, we pride ourselves on being a strong, innovative, and growing organization that invests in the growth and development of our people. We believe that relationships are built on trust and that our lives and work matter. These core beliefs have been the foundation of our company for over 160 years and continue to drive our mission to make a positive difference in the lives of our clients and communities. As a leader in the financial services industry, we are committed to providing opportunities for our employees to grow, both personally and professionally, and to making a positive impact through our support of various research programs and charitable causes. About the Role We are seeking an experienced Customer Service Representative to join our team at blithequark. As a primary point of contact for our clients, financial representatives, and supporting staff members, you will play a vital role in delivering exceptional customer service and support. Your goals will include aligning with quality and productivity metrics specific to your team's product and service benchmarks, and you will be expected to demonstrate a strong commitment to collaboration and shared success. This is a remote nationwide opportunity, offering the flexibility to work from anywhere in the country. Key Responsibilities Serve as the primary point of contact for clients, financial representatives, and supporting staff members, providing exceptional customer service and support Align with quality and productivity metrics specific to your team's product and service benchmarks Demonstrate a strong commitment to collaboration and shared success Develop and maintain a deep understanding of our products and services, including insurance, investment, and financial markets Utilize analytical problem-solving skills to resolve complex issues and exercise sound judgment Communicate effectively with clients and internal stakeholders, both verbally and in writing Stay up-to-date with industry trends and developments, and apply this knowledge to drive innovation and improve the customer experience Essential Qualifications To be successful in this role, you will need to possess the following essential qualifications: Bachelor's or Associate Degree preferred 2+ years of operations and/or service experience in the financial services industry FINRA licensure preferred (SIE, Series 6 & 63) Excellent interpersonal and written communication skills Analytical problem-solving skills, with the ability to exercise sound judgment Knowledge of insurance, investment, or financial markets Aptitude for understanding technology and how software, systems, and applications influence the customer experience Preferred Qualifications In addition to the essential qualifications, the following preferred qualifications will be considered an asset: Previous experience in a customer-facing role, preferably in the financial services industry Proven track record of delivering exceptional customer service and support Strong understanding of FINRA regulations and guidelines Experience with CRM software and other customer service tools Skills and Competencies To succeed in this role, you will need to possess the following skills and competencies: Excellent communication and interpersonal skills Strong analytical and problem-solving skills Ability to work in a fast-paced environment and prioritize multiple tasks and responsibilities Strong attention to detail and ability to maintain accuracy and quality in work Ability to work collaboratively as part of a team and build strong relationships with clients and internal stakeholders Strong adaptability and ability to thrive in a changing environment Career Growth Opportunities and Learning Benefits At blithequark, we are committed to providing our employees with opportunities for growth and development. As a Customer Service Representative, you will have access to a range of training and development programs, including: Comprehensive onboarding program to ensure a smooth transition into the role Ongoing training and development opportunities to enhance your skills and knowledge Opportunities for career advancement and professional growth Access to industry-leading tools and technology to support your work Work Environment and Company Culture At blithequark, we pride ourselves on our positive and supportive work environment. As a remote nationwide opportunity, you will have the flexibility to work from anywhere in the country, and will be part of a team that values collaboration, innovation, and customer satisfaction. Our company culture is built on the following core values: Client-first mentality Collaboration and teamwork Innovation and continuous improvement Integrity and trust Respect and inclusivity Compensation, Perks, and Benefits At blithequark, we offer a competitive compensation package, including a salary range of $20.93 to $31.39 per hour, depending on experience and location. In addition to your salary, you will also be eligible for a range of perks and benefits, including: Comprehensive health and wellness program Retirement savings plan Paid time off and holidays Opportunities for professional growth and development Access to industry-leading tools and technology Conclusion If you are a motivated and customer-focused individual with a passion for delivering exceptional service and support, we encourage you to apply for this exciting opportunity at blithequark. As a Customer Service Representative, you will play a vital role in driving customer satisfaction and loyalty, and will be part of a team that values collaboration, innovation, and continuous improvement. Don't miss out on this opportunity to grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Apply now to join our team and start making a positive impact in the lives of our clients and communities. Apply for this job
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