**Experienced Entry-Level Customer Service Representative – Financial Services Industry**

Are you passionate about delivering exceptional customer experiences and eager to kick-start your career in the financial services industry? Do you have a knack for building rapport with people from diverse backgrounds and a willingness to learn and grow with a dynamic organization? If so, we invite you to join our team of Customer Relationship Advocates (CRA) at blithequark, where you'll embark on a transformative journey of skill development, training, and 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. As a leading player in the financial services industry, we're committed to building a diverse workforce, fostering a culture of belonging, and creating more inclusive experiences for our associates, customers, and community. **The Role** As an Entry-Level Customer Service Representative at blithequark, you'll be a licensed professional providing outstanding customer service while answering inbound phone calls and supporting our valued clients. You'll develop skills to assist with a broad range of client needs, including trade requests, money movement, online support, and more. Our comprehensive training program will equip you with the knowledge and expertise to excel in this role and beyond. **What to Expect** As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. **Licensing Preparation**: In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE, Series 7, and 63 licenses, all fully sponsored by blithequark. This includes paid study time and access to valuable resources like licensing coaches and workshops. 2. **Skill Development**: In the following months, you'll 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'll explore new career paths through job shadowing and our career center. **The Expertise and Skills You Bring** To succeed in this role, you'll need to possess: * **Aptitude and dedication** to complete the FINRA SIE, Series 7 Top Off, and Series 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're committed to building a diverse workforce, fostering 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. Here are a few featured benefits (not all benefits are listed): * 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 **Certifications** * Series 07 - FINRA * Series 63 - FINRA **Company Overview** blithequark is a leading player in the financial services industry, dedicated to strengthening 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. **Join Us** At blithequark, you'll 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. **Fidelity's Hybrid Working Model** 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. **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 those with experience in jobs such as Residential Real Estate Agent, Controller, and Retail Sales Representative and others in the Accounting and Finance to apply. **How to Apply** If you're ready to embark on a transformative journey of skill development, training, and career growth, we invite you to apply for this exciting opportunity. Please visit our website at [insert website URL] to learn more and submit your application. Apply for this job