Customer Service Representative, Series 7 Registered
$60k - $80kCrypto.com
Crypto.com is seeking an experienced, licensed registered representative to help grow the firm’s regulated securities business (Foris Capital). As a member of this team, you will be the front line of the firm’s contact with customers to help them with a range of needs from simple to complex via phone, email and chat. This is a fully remote position. The successful candidate will have experience and knowledge related to equities trading, CRM platforms, margin accounts and options trading. Your job is not only to help our customers, but also to help us learn as a company from each interaction, so that we can optimize our customer experience and drive more users to our products. \n Responsibilities Deliver white-glove customer service through phone, email, and chat channels. Drive continuous improvement to the customer service experience by identifying and deploying enhancements to the customer service process. Expand your financial services expertise as you develop deep subject mastery of equities trading, margin, and options. Requirements & Skills Needed Active FINRA Series 7 and 63 Licenses with 1+ years of customer-facing brokerage experience including equities trading, margin accounts, and options trading. Series 24 and supervisory experience welcome but not required. Clean regulatory record with no Disclosure Events. Excellent customer service, written, and verbal communication skills. Willingness to deliver excellent customer experience through phone and text-based channels. Ability to quickly build rapport & credibility with clients. Self-starter and ambitious learner who is comfortable with ambiguity and a fast-paced environment. Familiarity with front-end mobile trading applications. Able to exercise independent thought and judgment, adapt to new tasks, and prioritize tasks in a multi-task environment. Enthusiasm for building a customer service culture. \n $60,000 - $80,000 a year \n Foris Capital US LLC is a broker-dealer registered with the Securities and Exchange Commission and a Member of FINRA and SIPC. Foris Capital is a separate entity from Crypto.com, Foris DAX, Inc., and other affiliated Foris companies. Foris Capital does not engage in the sale, transfer, or custody of cryptocurrencies or digital assets. Crypto.com is a separate entity from Foris Capital and does not engage in the securities business. Customer balances and crypto holdings held and transacted at Crypto.com and other entities outside of Foris Capital are not covered by SIPC insurance and are separate from securities transactions and holdings at Foris Capital. Life @ Crypto.com Empowered to think big. Try new opportunities while working with a talented, ambitious and supportive team. Transformational and proactive working environment. Empower employees to find thoughtful and innovative solutions. Growth from within. We help to develop new skill-sets that would impact the shaping of your personal and professional growth. Work Culture. Our colleagues are some of the best in the industry; we are all here to help and support one another. One cohesive team. Engage stakeholders to achieve our ultimate goal - Cryptocurrency in every wallet. Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us - our internal mobility program offers employees a new scope. Are you ready to kickstart your future with us? Benefits Competitive salary Attractive annual leave entitlement including: birthday, work anniversary 401(k) plan with employer match Eligible for company-sponsored group health, dental, vision, and life/disability insurance Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope. Our Crypto.com benefits packages vary depending on region requirements, you can learn more from our talent acquisition team. About Crypto.com: Founded in 2016, Crypto.com serves more than 150 million customers and is the world's fastest growing global cryptocurrency platform. Our vision is simple: Cryptocurrency in Every Wallet™. Built on a foundation of security, privacy, and compliance, Crypto.com is committed to accelerating the adoption of cryptocurrency through innovation and empowering the next generation of builders, creators, and entrepreneurs to develop a fairer and more equitable digital ecosystem. Learn more at Crypto.com is an equal opportunities employer and we are committed to creating an environment where opportunities are presented to everyone in a fair and transparent way. Crypto.com values diversity and inclusion, seeking candidates with a variety of backgrounds, perspectives, and skills that complement and strengthen our team. Personal data provided by applicants will be used for recruitment purposes only. Please note that only shortlisted candidates will be contacted.
$70k - $90k
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$30 - $32 per hour
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$50k
Internal Sales Desk Associate - Series 7 Parsippany, NJ Overview The... ...regional strategies. Represent SmartTrust with professionalism... ...license. 1-3 years of financial services or client service experience... ...& Walsh, Inc., a FINRA‑registered broker‑dealer and investment...- ...cryptocurrency company in Chicago seeks an experienced FINRA Series 7 Registered Representative to manage IRA-related inquiries and transactions, ensuring compliance and providing exceptional customer service. The ideal candidate will have at least one year of relevant...Remote jobFlexible hours
$30 - $32.75 per hour
...Job Description We're looking for a highly motivated Assets Customer Service Specialist to join our team in Austin, Texas. This role is a... ...you let our values guide you. Licensing and Experience FINRA Series 7 license is required. A minimum of 2 year of customer‑facing...Hourly payWork at officeRemote workVisa sponsorshipRelocation packageFlexible hoursWeekend workDay shiftAfternoon shift$30 - $32.75 per hour
Position Overview We are looking for an Assets Customer Service Specialist to join our team in Austin, Texas. The role focuses on asset‑related... ...and upholds company values. Licensing & Experience FINRA Series 7 license is required. Minimum of 2 years of customer‑facing...Hourly payWork at officeRelocationVisa sponsorshipFlexible hoursWeekend workAfternoon shift- ...company reports Maintain an organized filing system Develop, update, and maintain relevant office procedures Qualifications Series 7 license required! High school diploma/GED preferred, Associate’s degree or administrative training a plus. Previous...Work at office
$250k
...Registered Representative Financial Services - Kingston, NY life insurance, vision insurance, paid time off, paid... ...together for the benefit of our customers, communities, and each other.... ...flexibility for the right candidate. Series 6*, 7, 63*,65* & Life Insurance...Local areaRemote work- Morgan Stanley is seeking a Registered Client Service Associate in Tampa, FL to enhance client relationships and support in financial management... ...while adhering to firm policies. Opportunities for obtaining Series 7 and 66 licenses are available, enhancing career...
- A financial services firm in Scottsdale, AZ is looking for a Registered Client Service Associate to assist Senior Financial Advisors. The role involves managing... ...experience in a broker-dealer or RIA and must possess a Series 7 license. A competitive compensation package and...
$49.54k - $74.32k
...Registered Client Assistant II (Hybrid--Virginia Beach, VA) Wealth Management... ...Ensure that each customer receives outstanding client experience. Maintain and service client needs for both brokerage... ...FINRA registrations to include Series 7 and 63 (required) State of...Work experience placementWork at office- Stifel is looking for a Client Services Associate (Registered) in Kentucky to assist Financial Advisors with... ..., manage documentation, and offer customer service to clients. The ideal candidate... ...diploma or equivalent. Licenses like Series 7 and 63 will be essential. We offer a...
$80k - $110k
...Registered Client Advisor At Blunt Wealth Services, we exist for one reason: to help people live their best lives through financial empowerment and community... ...: Bachelor's degree Licenses/Certifications: Series 7 & 66, or equivalent Experience: 1 or more years...For contractorsWork at office$50 per hour
...Registered Nurse - Nursing Home Surveyor/Complaint Investigator - Albany, NY (#25316)... ...Schedule: Monday - Friday, Flexible Schedule (7:00 am - 7:00 pm) with required travel... ...with the ability to facilitate positive customer satisfaction in situations that are adverse...Hourly payPermanent employmentFull timeTemporary workImmediate startMonday to FridayFlexible hours$50 per hour
...Registered Nurse - Nursing Home Surveyor/Complaint Investigator - Syracuse, NY (#25304) Location... ...: Monday - Friday, Flexible Schedule (7:00 am - 7:00 pm) with required travel... ...with the ability to facilitate positive customer satisfaction in situations that are adverse...Hourly payPermanent employmentFull timeTemporary workPrivate practiceWork at officeImmediate startMonday to FridayFlexible hours$32 - $33 per hour
...knowledge and proficiency working in brokerage and who has their series 7 certification. We have a Temp-To-Hire role with a top tier... ...are interested in utilizing your skills in this space to address customer escalations in a role that leans towards heavily email/written...Hourly payTemporary work$32 - $33 per hour
...working in brokerage and who has their series 7 certification. We have a Temp-To-Hire role... ...your skills in this space to address customer escalations in a role that leans towards... ...for process improvements within Customer Service. Review and analyze basic or tactical...Hourly payPermanent employmentTemporary workWork experience placementShift work- ...EquityBee’s offerings to prospective customers Negotiate pricing and... ..., and existing networks Represent EquityBee through meetings, product... ...timely resolution of any service‑related issues Maintain accurate... ...product knowledge FINRA Series 7 and Series 63 licenses required...Work at officeVisa sponsorship3 days per week
- ...role includes managing client relationships, interacting with clients and resolving inquiries effectively. Candidates must hold a Series 7 License and have at least 5 years of industry experience, with bilingual proficiency in English and Portuguese required. If you're...
$65k - $85k
...Description Bank of America’s Life Services team guides beneficiaries... .... Required Qualifications Series 7 and 66 or equivalent (... ...providing comprehensive advice and customized solutions to clients to help... ...loan mortgage originations must register with the federal registry...Temporary workWork experience placementShift workDay shift$65k - $85k
...make an impact. Join us! Life Services Team The Life Services team... ...processes Required Qualifications Series 7, and 66 or equivalent (if... ...comprehensive advice and customized solutions to clients to help... ...loan mortgage originations must register with the federal registry...Temporary workWork experience placementWork at officeShift workDay shift$55k - $75k
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- Chris Case - State Farm Agent is seeking a Registered Representative in Arlington, Virginia, to market financial products and educate customers on their options. This role requires... ...excellent communication skills, and a Series 6 or 7 license. Your analytical skills will help...Flexible hours
$47.5k - $50k
...Customer Service Representative Join our team of Customer Service Representatives, also known as Customer Relationship... ..., you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE, Series 7, and 63 licenses, all fully sponsored by...Full time
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