Financial Service Center Representative; Licensed

Position: Financial Service Center Representative (Licensed)
# Financial Service Center Representative (Licensed)
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** Job#: 3052891
***
* Job Description:

** Financial Service Center Representative (Licensed)
*
* Location:

** Remote - but candidates must reside in one of the following locations:
San Diego, CA / Tempe, AZ / Fort Mill, SC (Charlotte, NC)

Role Overview We are seeking a Service Center Representative to provide customer service for supervision technology, industry regulations, and licensing processes. This role involves acting as the first point of contact for related inquiries. The position requires a client-focused and team-oriented individual who can operate in a dynamic environment.

Key Responsibilities
* Provide customer service for technology walkthroughs and questions regarding industry rules.
* Address inquiries about continuing education, registration, and licensing requirements.
* Deliver a high-quality client experience.
* Collaborate with team members to ensure effective support.
* Maintain knowledge of financial products and regulatory changes.

Required Qualifications
* Minimum of one year of recent customer service experience.
* Excellent oral and written communication skills.
* Ability to learn and maintain knowledge in a dynamic environment.
* Strong multi-tasking, attention to detail, problem-solving, and follow-up skills.
* Knowledge of mutual funds, annuities, general securities, and other financial products.
* Knowledge of FINRA, SEC, and State rules and regulations.
* FINRA SIE, Series 7, and Series 63 licenses are required or must be obtained within 90 days of employment.

Preferred Qualifications
* One to two years of financial services experience focused on investment products.
* Previous working knowledge of securities and insurance licensing.
* Experience with proactive collaboration on escalated issues.
* Proficiency with Microsoft applications, including Excel, Word, Access, PowerPoint, and SharePoint.  
* Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package.

Our commitment to excellence is reflected in many awards, including Clearly Rateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
** Everforth Apex uses a virtual recruiter as part of the application process. Click  here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages.

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** Everforth Apex Benefits Overview:
Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a Support Linc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.

In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach.

You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.
** Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation,…