Welcome page Returning Candidate? Log in Sr. Specialist, LICENSED International Services Representative Job Locations US-TX-Westlake Requisition ID 2025-107690 Posted Date 19 hours ago(2/11/2025 3:52 PM) Category Customer Service/Client Service Salary Range USD $26.44 - $31.25 / Hour Application deadline 2/18/2025 Position Type Full time Your Opportunity

As a Sr. Specialist - LICENSED International Client Services Professional, your interactions with clients will be phone based with our International and Domestic clients (individual investors) that are trading securities in the US exchanges. You will work in a collaborative, fast-paced environment, to assist with customer service and trading for both Domestic and International clients. The relationships that you create and uphold will have direct impacts as you aid our clients to “Own their tomorrow”.

What you have

Required Qualifications:

FINRA Series 7 and 63 licenses required.  Be available to work overnights; Sun-Wed 6:00pm-4:30am

Preferred Qualifications:

Preferably recent experience in Client Service, Financial Services and/or Brokerage Services with an emphasis in trading, engaging with clients in a proactive and consultative manner.Series 9 & 10 licenses is preferred.Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients.Comfortable taking escalations and working complex issuesExcellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelinesAbility to establish trust and rapport with clients over the phoneExcellent interpersonal and written skills with a strong customer service focus are essentialResilience to help achieve client happiness in a fast-paced call environment Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

 

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.   Application FAQs

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