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customer support financial services licensing finra sie multichannel communication📋 Description
- Join the Pathway and complete licensing with paid study time.
- Finish Licensing and Registered Representative training.
- Deliver outstanding customer experiences via chat, email, and phone.
- Share customer feedback to drive service improvements.
- Build financial services knowledge during onboarding.
🎯 Requirements
- Self-starter in fast-paced support environment.
- Growth through coaching, feedback, and goal setting.
- Bachelor’s degree or financial services experience preferred.
- Commitment to licensing and Series 7/63 proficiency in 26 weeks.
- Excellent verbal and written communication for customer support.
- Willingness to work evenings and weekends as needed.
🎁 Benefits
- Challenging, high-impact work to grow your career.
- Performance-based compensation with bonuses, equity, and 401(k) matching.
- 100% paid health insurance for employees; 90% for dependents.
- Lifestyle wallet for wellness, learning, and more.
- Employer-paid life and disability, fertility, and mental health benefits.
- Generous time off: holidays, PTO, sick time, and parental leave.
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