Customer Service Representative

A client of Insight Global is looking to bring a customer service rep on to the team. You will be a key member on the centralized support services team to deliver a great experience to clients via telephone and email. You will work in a team environment to assist clients with account information, place trades, and other service-oriented transactions. This position will require you to develop an expertise on policies and procedures, assist with escalated issues, and problem resolution. In addition, you will learn a broad view of brokerage operations. Estimated pay 18-20/hr

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:


Required Skills & Experience
- High school diploma
- 2+ years of experience in the financial industry
- Previous brokerage/investment knowledge or comparable experience
- Excellent telephone communication skills and articulation of speech, displaying a high level of professionalism
- Strong customer focus and active listening skills
- Familiarity with investment acumen, including investment products, Individual Retirement Accounts (IRAs) preferred Attention to detail
- Experience working in call center environment preferred


Nice to Have Skills & Experience
- State Life and Health, Series 7, and Series 63 certifications


Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.