Senior Customer Service Representative

3 days ago


Portsmouth, Virginia, United States Watchdog Capital LLC Full time
About the Role

Watchdog Capital LLC is seeking a seasoned customer service professional to join our team as a FINRA Series 7 Registered Customer Service Representative. As a key member of our customer service team, you will be responsible for delivering exceptional customer experiences through phone, email, and chat channels.

Key Responsibilities
  • Provide white-glove customer service to clients via phone, email, and chat channels.
  • Identify and deploy enhancements to the customer service process to drive continuous improvement.
  • Develop deep subject matter expertise in equities trading, margin accounts, and options trading.
Requirements & Skills
  • Active FINRA Series 7 and 63 Licenses with 1+ years of customer-facing brokerage experience.
  • Series 24 and supervisory experience are welcome but not required.
  • Clean regulatory record with no Disclosure Events.
  • Excellent customer service, written, and verbal communication skills.
  • Ability to build rapport and credibility with clients.
  • Self-starter and ambitious learner who is comfortable with ambiguity and a fast-paced environment.
  • Able to exercise independent thought and judgment, adapt to new tasks, and prioritize tasks in a multi-task environment.
  • Enthusiasm for building a customer service culture.
What We Offer

We provide a comprehensive benefits package that supports both your personal and professional well-being, ensuring a rewarding and balanced work experience.

Watchdog Capital LLC is a Member of FINRA and SIPC, Securities offered by Watchdog Capital.



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