Customer Service Representative - Apex Systems : Job Details

We are seeking a skilled and customer-focused Customer Service Representative to join one of our clients in the Financial Services Industry with a focus on resolving FINRA-regulated client complaints. This role requires strong communication skills, regulatory awareness, and ensuring accurate, timely, and compliant resolution while delivering exceptional service.

Key Responsibilities:

• Investigate and resolve client complaints related to brokerage operations in accordance with FINRA regulations.
• Communicate professionally with clients via phone, email, and written correspondence.
• Review and analyze customer service challenges, selecting appropriate solutions for low-to-moderately complex issues.
• Identify opportunities for process improvement and contribute to ongoing service enhancements.
• Collaborate with internal departments to gather information and resolve issues.
• Accurately document all interactions and resolutions in internal systems.
• Maintain high standards for quality, compliance, and productivity.

Required Qualifications:

• Active Series 7 license - required
• Minimum of 2+ years of experience in Customer Service, Financial Services, or Contact Center roles, or equivalent through work, consulting, military experience, or education.
• Experience in brokerage operations - preferred
• Strong verbal and written communication skills
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams)

EEO Employer

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, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] or 844-###-####.