Experienced Finance Customer Service Representative – Empowering Clients' Financial Futures through Exceptional Service and Support

Introduction to blithequark

At blithequark, we're revolutionizing the finance industry by empowering our employees to make a lasting impact on their careers and our clients' financial futures. Our innovative approach combines creative problem-solving with a passion for service, allowing us to challenge the status quo and transform the way people think about finance. As a leader in the industry, blithequark is committed to helping clients own their financial futures, and our service team is at the heart of this mission.

About the Role

In this exciting role, you'll have the opportunity to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with clients, answer inbound calls, and tackle complex issues to offer the best possible solutions. As a finance customer service representative at blithequark, you'll be an advocate for our clients, providing exceptional service and support to help them achieve their financial goals. You'll also have the opportunity to take charge of your own professional journey by attending the blithequark Service Academy (BSA), which provides paid training, study time, and support to help you obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.

Key Responsibilities

• Engage with clients via inbound calls, providing exceptional service and support to help them achieve their financial goals
• Educate clients about investment strategies, trading tools, market mechanics, and retirement choices
• Tackle complex issues and offer the best possible solutions to clients
• Attend the blithequark Service Academy (BSA) to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses
• Work collaboratively with the service team to provide seamless support to clients
• Stay up-to-date with changes in the market and business, adapting to new developments and innovations

Qualifications

We're looking for talented individuals who share our passion for serving clients and are eager to pursue a career in finance. While finance experience is not required, a growth mindset, willingness to learn, and passion for serving others are essential.

Essential Qualifications

• Ability to work full-time on-site during blithequark's training program (BSA), followed by a hybrid work schedule
• Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability

Preferred Qualifications

• Previous customer service experience
• Previous client relationship experience
• Bachelor's degree or higher in Finance, Economics, or a related field from an accredited university
• Ability to adapt to changes in the market and business
• Eagerness to learn about finance
• Passion for service to clients
• Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions
• Robust communication, influencing, and client engagement skills
• Desire to be part of a supportive and collaborative team
• Proven success navigating multiple computer applications

Career Growth and Development

At blithequark, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry. You'll have access to ongoing training and development opportunities, including the blithequark Service Academy (BSA), to help you achieve your career goals.

Work Environment and Company Culture

Our approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. You'll be part of a supportive and collaborative team that shares your passion for serving clients and making a difference in the finance industry.

Compensation and Benefits

We offer a competitive pay and bonus package, with starting compensation beginning at $51,400.00 during training (increasing depending on related experience). You'll also have the opportunity to earn an annual bonus of 10% of your base pay and other eligible earnings. Our comprehensive benefits package includes:

• 401(k) with company match and Employee Stock Purchase Plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Conclusion

If you're eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients, we encourage you to apply for this exciting opportunity. As a finance customer service representative at blithequark, you'll have the chance to make a lasting impact on our clients' financial futures and take your career to the next level. Join our team and become part of a purpose-driven, supportive culture that empowers you to succeed.