Experienced Financial Service Representative – Customer Service and Financial Advisor for Hybrid Role in Salt Lake City

Introduction to blithequark

At blithequark, we are dedicated to providing exceptional customer experiences and fostering a culture of excellence in the financial services industry. As a leader in our field, we are committed to innovation, integrity, and community involvement. Our team is passionate about delivering top-notch support and guidance to our clients, and we are seeking a highly skilled and motivated Financial Service Representative to join our hybrid team in Salt Lake City, UT.

Job Overview

We are looking for an experienced and customer-focused Financial Service Representative to provide moderately complex support services in account management, operations, documentation, customer service, and technical support. As the first point of contact for our clients, you will be responsible for addressing brokerage complaints, resolving technical issues, and presenting recommendations for resolving moderate to complex situations. This is a hybrid role with a duration of 6+ months, offering the possibility of extension or conversion to a permanent position.

Key Responsibilities

• Participate in account management, operations, documentation, customer service, and technical support to ensure seamless customer experiences
• Identify opportunities for process improvement within the customer support functional area and develop strategies for implementation
• Review and resolve basic or tactical routine technical issues or challenges that require research and evaluation, applications or services, product conversions, and new product development
• Presentation of recommendations for resolving moderate to complex situations, exercising independent judgment while developing an understanding of internal and external customer needs
• Provide information to customer service colleagues, relationship managers, internal partners and stakeholders, and customers to resolve customer issues in a timely and professional manner
• Serve as the first point of customer contact in providing support for routine technical questions and issues, ensuring prompt and effective resolution

Required Qualifications

To be successful in this role, you will need to have:

• 2+ years of experience in Customer Service, Financial Services, or Contact Center, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• An active Series 7 license (or within a 2-year window to allow for quick reactivation)
• Brokerage operations experience, with a strong understanding of financial services and products
• Excellent customer service experience, with a proven track record of resolving customer complaints and issues
• Proficiency in Microsoft Products, including Word, Excel, and Outlook
• Strong verbal and written communication skills, with the ability to effectively communicate with clients, colleagues, and stakeholders

Preferred Qualifications

While not essential, the following qualifications are highly desirable:

• Experience working in a hybrid or remote environment, with a strong ability to self-motivate and manage time effectively
• Knowledge of financial regulations and industry standards, with a commitment to staying up-to-date on industry developments
• Experience with customer relationship management (CRM) software and other financial services technology
• A strong understanding of financial products and services, including investments, insurance, and banking

Skills and Competencies

To succeed in this role, you will need to possess the following skills and competencies:

• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
• Strong problem-solving and analytical skills, with the ability to resolve complex technical issues and develop creative solutions
• A strong customer-focused mindset, with a commitment to delivering exceptional customer experiences
• Ability to work in a fast-paced environment, with a strong ability to prioritize tasks and manage time effectively
• A strong understanding of financial services and products, with a commitment to staying up-to-date on industry developments

Career Growth Opportunities and Learning Benefits

At blithequark, we are committed to the growth and development of our employees. As a Financial Service Representative, you will have access to a range of training and development opportunities, including:

• Comprehensive onboarding program, with training on our products, services, and systems
• Ongoing coaching and mentoring, with regular feedback and performance evaluations
• Opportunities for professional development, including training and certification programs
• A strong culture of innovation and experimentation, with opportunities to develop new skills and try new approaches

Work Environment and Company Culture

At blithequark, we are proud of our dynamic and inclusive work environment. Our company culture is built on the following values:

• A commitment to excellence, with a focus on delivering exceptional customer experiences
• A culture of innovation and experimentation, with opportunities to develop new skills and try new approaches
• A strong focus on teamwork and collaboration, with a commitment to supporting and empowering our employees
• A dedication to diversity and inclusion, with a commitment to creating a welcoming and inclusive work environment

Compensation, Perks, and Benefits

We offer a competitive compensation package, with a maximum pay rate of $30-$32 per hour. Our benefits package includes:

• Comprehensive health and wellness programs, including medical, dental, and vision coverage
• Retirement savings plan, with employer matching contributions
• Generous paid time off policy, with holidays, vacation days, and sick leave
• Opportunities for professional development, including training and certification programs
• A dynamic and inclusive work environment, with a commitment to supporting and empowering our employees

Conclusion

If you are a motivated and customer-focused individual with a passion for financial services, we encourage you to apply for this exciting opportunity. As a Financial Service Representative at blithequark, you will have the chance to work with a talented team of professionals, develop your skills and knowledge, and contribute to the success of our organization. Don't miss out on this opportunity to join our team and take your career to the next level. Apply now to become a part of our dynamic and inclusive work environment!

Apply now and take the first step towards an exciting and rewarding career at blithequark!