Entry Level Customer Service Representative – Financial Services and Client Relationship Development at blithequark in Merrimack, NH

Introduction to blithequark and the Industry At blithequark, we are pioneers in the financial services sector, dedicated to providing exceptional customer experiences and fostering a culture of growth and development. As a leader in our field, we recognize the importance of nurturing talent and empowering our team members to excel in their careers. Our Entry Level Customer Service Representative role, also known as a Customer Relationship Advocate (CRA), is a unique opportunity for individuals to launch their careers in a dynamic and supportive environment. This position is designed to supercharge your early career growth with personalized support, skill development, and training, setting you up for long-term success in the financial services industry. The Role of a Customer Relationship Advocate As a CRA, you will be a licensed professional responsible for delivering outstanding customer service while answering inbound phone calls and supporting blithequark's valued clients. Your role will involve developing skills to assist with a broad range of client needs, including trade requests, money movement, online support, and more. You will be the face of blithequark, providing personalized support and building strong relationships with our clients. Through this role, you will gain a deep understanding of the financial services industry and develop the skills necessary to succeed in this exciting field. Key Responsibilities Provide exceptional customer service to blithequark's clients, responding to inbound phone calls and resolving issues in a timely and professional manner Develop skills to assist with a broad range of client needs, including trade requests, money movement, and online support Build strong relationships with clients, providing personalized support and guidance to meet their financial goals Stay up-to-date with industry developments and blithequark's products and services, applying this knowledge to provide informed support to clients Collaborate with colleagues to achieve team goals and contribute to a positive and supportive work environment Career Development and Growth Opportunities At blithequark, we are committed to helping our team members grow and develop in their careers. As a CRA, you will have access to a comprehensive training program, including: Licensing preparation: You will have the opportunity to obtain your FINRA SIE, Series 7, and 63 licenses, all fully sponsored by blithequark Skill development: You will develop the skills necessary to handle complex customer calls and expand your network through regular team meetings and leader interactions Proficiency: As you gain confidence and proficiency in serving customers, you will have the opportunity to explore new career paths through job shadowing and our career center Essential Qualifications To be successful in this role, you will need: 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 A passion for connection and desire to establish rapport with customers Ability to handle different types of situations, emotions, and conversations, driving towards suitable resolutions Exceptional critical and analytical problem-solving skills, with the ability to interpret scenarios, leverage resources, and find appropriate resolutions Preferred Qualifications While not essential, the following qualifications are preferred: Previous experience in customer service or a related field Knowledge of the financial services industry Experience with technology or proprietary platforms Skills and Competencies To excel in this role, you will need to possess the following skills and competencies: Analysis skills: The ability to analyze complex information and provide informed support to clients Career counseling: The ability to provide guidance and support to clients to help them achieve their financial goals Coaching: The ability to coach and mentor colleagues to achieve team goals Compensation and benefits: Knowledge of compensation and benefits packages, including health insurance, dental insurance, vision insurance, and more Customer relations: The ability to build strong relationships with clients and provide personalized support Customer support/service: The ability to provide exceptional customer service, responding to inbound phone calls and resolving issues in a timely and professional manner Digital currency: Knowledge of digital currency and its applications in the financial services industry Financial services: Knowledge of the financial services industry, including products and services offered by blithequark Intellectual property (IP): Knowledge of intellectual property laws and regulations Licensing: Knowledge of licensing requirements and regulations in the financial services industry Online customer support: The ability to provide support to clients through online channels, including email and chat Problem-solving skills: The ability to analyze complex problems and provide informed solutions Sales: The ability to sell blithequark's products and services to clients, providing personalized support and guidance to meet their financial goals Series 63: Knowledge of the Series 63 exam and its requirements Series 7: Knowledge of the Series 7 exam and its requirements Telephone skills: The ability to communicate effectively with clients over the phone, providing personalized support and resolving issues in a timely and professional manner Training/teaching: The ability to train and teach colleagues, providing guidance and support to achieve team goals Career Growth Opportunities and Learning Benefits At blithequark, we are committed to helping our team members grow and develop in their careers. As a CRA, you will have access to a range of career growth opportunities and learning benefits, including: Comprehensive training programs, including licensing preparation and skill development Job shadowing and career center opportunities to explore new career paths Regular team meetings and leader interactions to expand your network and develop your skills Access to industry-leading technology and proprietary platforms to stay up-to-date with the latest developments in the financial services industry Work Environment and Company Culture At blithequark, we are committed to building a diverse workforce and creating a culture of belonging. Our work environment is dynamic and supportive, with a focus on collaboration and teamwork. We offer a range of benefits and perks, including: 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 Compensation, Perks, and Benefits At blithequark, we offer a competitive compensation package, including a range of perks and benefits. While we cannot disclose the exact compensation details, we can assure you that our package is designed to attract and retain top talent in the industry. Our benefits package includes, but is not limited to, the items listed above. Conclusion If you are a motivated and enthusiastic individual looking to launch your career in the financial services industry, we encourage you to apply for our Entry Level Customer Service Representative role. At blithequark, we are committed to helping our team members grow and develop in their careers, and we offer a range of career growth opportunities and learning benefits to support your success. Don't miss out on this exciting opportunity to join our team and start your journey in the financial services industry. Apply now to become a part of the blithequark team and take the first step towards a rewarding and challenging career. Apply for this job