What are the responsibilities and job description for the Financial Customer Service Representative position at Tailored Management?
Position Details
Role : Financial Customer Service Representative
Work Setup : Hybrid (3 in office, 2 remote)
Shift : 8 : 00 AM - 5 : 00 PM
Location : 4951 SAVARESE CIR, Tampa, FL, 33634.
Pay Rate : $21.02 / hr, paid weekly
Benefits : Health, Dental and Vision Insurance
Initial Contract Length : 12 Months
- Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need
This is your opportunity to join a multinational investment bank and financial services holding company whose investment banking and auxiliary sectors are headquartered in Manhattan, NY!
Job Description :
We are seeking a detail-oriented and client-focused Financial Customer Service Representative to join our team. This role is responsible for providing first-contact resolution for account and client onboarding & maintenance processes. You will collaborate with internal partners, including branch office teams and customer service representatives, to support brokerage account establishment and maintenance.
This position requires strict adherence to regulatory and compliance guidelines set forth by governing bodies such as the SEC, IRS, and FINRA. Our ideal candidate will have strong communication skills, experience in customer service, and the ability to provide client-centric solutions.
Responsibilities :
Required Skills :
Desired Skills :
If you are passionate about delivering excellent client service and have a keen eye for detail, we encourage you to apply today!
Salary : $21
