Registered Client Experience Associate (Series 7 & 63 Required)
GigaStar
U.S. work authorization required - No Visa sponsorship GigaStar’s mission is to fuel human creativity by building the financial engine of the Creator Economy. We are a multinational team of dedicated media, blockchain, and product design professionals with a successful entrepreneurial track record. Inspired by Creators, we are democratizing the Creator Economy to help Creators finance their ambitions, partner with Investors, and do what they love. GigaStar is seeking a proactive and data-driven Customer Experience Specialist with problem-solving skills in Finance / FinTech to join our passionate startup team. GigaStar’s vibrant marketplace empowers Creators with access to funding and provides investors with revenue‑sharing assets in the Creator Economy. As a member of the Customer Experience team, you will be the company's frontline representative, operating with empathy and exercising a rich depth of product knowledge to ensure users feel genuinely supported and valued. The right candidate will bring passion, urgency, and follow‑through to problem‑solving and troubleshooting while showing genuine care for user experiences to result in positive outcomes. You'll efficiently manage multiple customer support requests simultaneously, addressing product functionality questions, and collaborating with various teams to ensure customer satisfaction. Special Role Requirements Since this position will interact with personal identifying information (PII) and investor data, upon hire the individual in this role must undergo and pass a background check, and dually register as an Associated Person of the GigaStar Market funding portal and the GigaStar Securities, LLC broker‑dealer. This registration is required by the Financial Industry Regulatory Authority (FINRA) for anyone performing the functions listed below. The candidate must also hold a Series 7 license and a Series 63 license. These requirements are non‑negotiable; candidates who do not meet or agree to these requirements will not qualify for the role. Responsibilities Deliver an exceptional customer experience to GigaStar customers via phone and email Escalate/resolve software inquiries by partnering with internal departments and customers to provide timely and effective resolution to questions and issues Operate with GDPR and regulatory compliance, data security, and cybersecurity in mind Use metrics and data‑driven decision‑making to arrive at correct tactical decisions and process improvement Assist in exploring additional support tools, including chatbots, AI, etc. Assist with day‑to‑day operations for all GigaStar products and services Identify technical and strategic opportunities for improvement in our quality of work and influence change by identifying root causes and implementing scalable solutions Identify potential challenges and blockers for customers and help proactively solve them Help lead account reviews and surveys to ensure high levels of customer satisfaction Drive continuous product improvement by acting as a liaison between customers and product teams, surfacing stories and data to help improve the product and customer experience Qualifications 2+ years of experience in a fast‑paced SaaS support role for financial or fintech services Have active Series 7/63 Licenses, or have a degree in Finance, Economics, or Accounting, and be willing to obtain the licenses within 3 months of hire Experience using ticketing software, such as Zendesk, HubSpot for Service, LiveAgent, Intercom, etc. Knowledge of crypto fundamentals, including wallets, transfer of assets, etc. Strong administrative and compliance acumen, strategic thinking, and operational rigor Ability to work cross‑functionally with various teams Track record of multitasking customer needs and prioritizing efficiently Highly motivated, personable self‑starter with entrepreneurial drive and exceptional attention to detail Be able to adapt and exercise regulatory‑compliant responses to solve technical issues as well as explain potentially user‑generated errors Excellent written and verbal English communication skills High EQ and empathy with a passion for customer success and bottom‑line impact Team player who possesses a desire and ability to work in a fast‑paced, goal‑oriented early‑stage start‑up with massive potential Why Join Our Team? By working remotely as a member of the diverse, global GigaStar team, you will perform at the crossroads of the disruptive Creator Economy and FinTech worlds on a first‑of‑its‑kind technology, collaborating with a passionate team of entrepreneurial experts while enjoying competitive compensation and a flexible PTO policy. Generous stock options Excellent benefits package, including Blue Cross Blue Shield Medical/Dental, 100% company‑paid life insurance benefits, and ST/LT disability, 401K, and Paid Parental Leave Employee Assistance Programs, including access to work/life specialists, life planning consultants, and sessions with a licensed professional counselor through Tava Health Tuition reimbursement program Monthly wellness stipend Laptop / required accessories for your remote work setup Diverse and multicultural work environment Engaged team culture with monthly teamwide activities Flexible paid time off, including vacations and holidays If you have the skills and experience we’re looking for—and even if you don’t meet every requirement but are smart, eager to learn, and passionate about driving growth in the Creator Economy— we encourage you to apply. #J-18808-Ljbffr GigaStar
$25 - $45 per hour
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...exceeded? We’re looking for a Registered Client Service Associate to: provide a best-in-class client experience through active communication... ...Advisors. Your expertise series 7 and 66 licenses or willingness... ...are not limited to, role-required experience, qualifications,...SuggestedFull timeWork at officeFlexible hours$87.36k - $131.04k
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...seamless and differentiated experience in partnership with sales... ...and industry expertise, requiring a thorough understanding... ...role impacting the client experience. Responsibilities... ...Certifications: Requires FINRA SIE, Series 7, and Series 66 (or Series 63 & 65), or must be...Suggested$25 - $44 per hour
...Advisors and Wealth Management Client Associates help clients pursue the... ...of different skills and experiences that individuals bring... ...Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu... ...CommunicationsMinimum Education Requirement: High School Diploma /...Hourly paySeasonal workWork at officeWork from homeDay shift- ...for helping our clients, taking care... ...Client Investment Associate in J.P. Morgan... ...compliance requirements (e.g.... ...valid and active Series 7 license is required... ...If you were registered after October... ...active Series 66 (63/65), and Life... ...on the role, experience, skill set and...
$25 - $44 per hour
...Advisors and Wealth Management Client Associates help clients pursue the... ...of different skills and experiences that individuals bring... ...a client first mindset Required Qualifications Is an enthusiastic... ...Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu...Hourly payWork experience placementSeasonal workWork at officeWork from homeShift workDay shift- UBS in Chicago seeks a Registered Client Service Associate to deliver a best-in-class client experience, onboard and maintain client accounts, and perform essential... ...known for long-standing client relationships. Required: Series 7/66 or willingness to obtain, 5 years in...
$65k - $75k
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- ...Client Service Associate If you are a collaborative team member, solutions... ...products and services Required qualifications,... ...Securities Industry Essentials, Series 7 and Series 63 licenses required for the... ...equivalent client service experience preferred Experience...Work at office
- ...and wealth management. Its clients include institutions, high-... ...implementation and/or transition experience. Manages multiple facets... ...administration staff. Required qualifications,... ...obtain within the first 90 days Series 7; Series 63 (or 66) Preferred qualifications...
- ...enthusiasm for helping our clients, taking care of... ...Client Investment Associate in J.P. Morgan... ...and compliance requirements (e.g. completion of... ...valid and active Series 7 license is required... ...If you were registered after October 1, 2... ...active Series 66 (63/65), and Life and...
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$59k - $77k
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$54k - $70k
...Client Servicing AssociateAs a Client Servicing Associate in Clearwater's Strategic and Large Asset Management (SLAM) division... ..., and bespoke reporting requirements, while gaining broad exposure to... ...Delivery to deliver a seamless client experience.You will also leverage AI-...Work at office- ...Advisors and Wealth Management Client Associates help clients pursue the... ...of different skills and experiences that individuals bring... ...client first mindset Required Qualifications: Is an... ...Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu...Seasonal workWork at officeWork from homeShift workDay shift
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$70k
...helps institutional and individual clients from around the globe meet their financial... ...of our Portfolio Insights team. Required qualifications, capabilities and... ...Bachelor's degree required. 2+ years' experience. Series 7, Series 63. Self‑starter with a passion for...- ...) helps institutional and individual clients from around the globe meet their financial... ...of our Portfolio Insights team. Required qualifications, capabilities and... ...Bachelor’s degree required. 2+ years’ experience Series 7, Series 63 Self‑starter with a passion for sales...
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$50k - $60k
...The firm is seeking a Client Service Associate to join our Private Client... ...and Management Skills/Requirements ~ Willing to obtain FINRA Registrations: SIE, Series 7 and 63/65 (or 66) ~ Bachelor’s... ...financial services/fixed Income experience would be highly beneficial...Full timePart timeLocal area$260k - $420k
Mergers & Acquisitions Associate | Chicago, IL | Firm Policy | 3-7 Years' Experience | $260,000-$420,000 Base + Benefits & Bonuses | Am Law 50 Watts & Associates... ...matters and gain exposure to high-value work, important clients and cross-practice collaboration. Company...Work at office$65k - $75k
Interactive Brokers is seeking a Client Experience Associate in Chicago. This hybrid role involves supporting clients through various trading inquiries, using advanced trading tools and platforms. Ideal candidates are recent graduates or early-career professionals with...$70k - $85k
Job Title: Financial Client Service Associate Location: Chicago Salary: $70... ...financial laws and guidelines. Required Qualifications Bachelor’s... ..., or a related field Experience in a client service role... ...both verbal and written. Series 6, 7, 65 or 66 licenses Previous...Full time$63.56 - $85.34 per hour
...and managing discovery. The ideal candidate should have 3-7 years of litigation experience, with a focus on consumer protection laws such as the FCRA... ...the potential for remote work. Compensation ranges from $63.56 to $85.34 per hour, based on qualifications and experience...Remote jobHourly payFlexible hours- ...and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank... ...guidelines and security measures Required Qualifications, Capabilities, Skills... ...Services Bachelor’s Degree required Series 7, 66 and Insurance licenses required...Temporary workWork experience placementLocal area
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