Customer Service Agent
$50,000–$50,000 year
On-siteBoca Raton, Florida, United States
Job Summary
Respond to customer inquiries via phone, email, and other channels while assisting clients with account questions, transactions, and general financial service needs. Resolve complaints with empathy, maintain accurate CRM records, and collaborate with internal teams to escalate complex concerns. Educate clients on products and services while ensuring compliance with company policies and financial industry regulations. Prioritize high-volume tasks and multitask effectively in a fast-paced environment. This role supports Muriel Siebert & Co Inc's legacy of delivering reliable brokerage services with integrity and expertise.
Required Qualifications
- Prior customer service experience, preferably in financial services or brokerage
- Strong verbal and written communication skills
- Experience with MS. Office (Comfortable with the daily use of basic Excel and Word)
- Ability to multitask and prioritize in a high-volume environment
- Detail-oriented with strong problem-solving abilities
- High school diploma or equivalent required
- Associate's or Bachelor's degree preferred
Desired Qualifications
- FINRA licenses (Series 7, 63, or equivalent) a plus but not required
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.