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**Entry-Level Customer Service Representative – Accelerate Your Career with blithequark**

Remote, USA Full-time Posted 2025-11-02
Are you passionate about delivering exceptional customer experiences and eager to launch your career in the financial services industry? Do you want to work for a company that values diversity, inclusion, and employee growth? Look no further than blithequark, a leading financial services company that offers a unique opportunity for entry-level customer service representatives to supercharge their early career growth. **About blithequark** blithequark is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. With a commitment to building a diverse workforce and creating a culture of belonging, we strive to make a positive impact on the lives of our associates, customers, and community. **The Role** As an Entry-Level Customer Service Representative at blithequark, you will be part of our team of Customer Relationship Advocates (CRA). This role is designed to provide you with a comprehensive learning experience, personalized support, and skill development to help you succeed in the financial services industry. You will be responsible for providing outstanding customer service while answering inbound phone calls and supporting our valued clients. Your duties will include: * Handling a high volume of customer calls and resolving issues in a timely and efficient manner * Developing skills to assist with a broad range of client needs, including trade requests, money movement, online support, and more * Collaborating with colleagues to share knowledge and best practices * Participating in training and development programs to enhance your skills and knowledge * Meeting and exceeding performance metrics and goals **What to Expect** As a new CRA, you will embark on a three-phase journey that will help you grow and develop as a professional: 1. **Licensing Preparation**: In the first months, you will prepare to become a licensed professional by studying for and obtaining your SIE, Series 7, and 63 licenses. blithequark will provide you with paid study time, access to valuable resources, and support from licensing coaches and workshops. 2. **Skill Development**: In the following months, you will handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. **Proficiency**: As you gain confidence and proficiency in serving customers, you will explore new career paths through job shadowing and our career center. **The Expertise and Skills You Bring** To succeed in this role, you will need to possess the following skills and qualities: * Aptitude and dedication to complete the FINRA SIE, Series 7, and 63 exams through our industry-leading licensing program * Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making * A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient * Ability to handle different types of situations, emotions, and conversations driving towards suitable resolutions * A desire for growth and a mindset that generates long-term success through adaptability and personal accountability * Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources, and find an appropriate resolution * Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously **The Team** Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Some of the benefits we offer include: * Maternal and Parental Leave * Tuition Reimbursement * Student Loan Assistance * 401(K) 7% match * Health Insurance * Dental Insurance * Vision Insurance * Disability Insurance * Paid Time off * Commuter Benefit Program * Backup Dependent Care * Charitable match * Concierge Services * Wellness Program * Fitness Reimbursement **Company Overview** blithequark is a leading financial services company that offers a range of products and services to help individuals, businesses, and institutions achieve their financial goals. We are committed to providing exceptional customer service and building long-term relationships with our clients. **Join Us** At blithequark, you will find endless opportunities to build a meaningful career that positively impacts people's lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at blithequark – we offer a range of opportunities for learning so you can build the career you've always imagined. **Work Environment and Culture** blithequark's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a blithequark office. This does not apply to roles listed as Remote or Onsite. **Certifications** * Series 07 - FINRA * Series 63 - FINRA **Equal Opportunity Employer** blithequark is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging. We welcome applicants from diverse backgrounds and are committed to creating a workplace that is free from discrimination and harassment. **Accommodations** We will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [email protected]. **Apply Now** If you are passionate about delivering exceptional customer experiences and eager to launch your career in the financial services industry, we invite you to apply for this exciting opportunity. Visit our website at blithequark.com/careers to learn more and submit your application today! Apply for this job    

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