Sr. Service Representative

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Sr. Service Representative in the United States.

This role is focused on delivering high-quality service and operational support to financial professionals and field office teams within a fast-paced financial services environment. You will serve as a key point of contact for inquiries related to products, processes, and transactional support, ensuring accurate and timely resolution of requests. The position requires strong communication skills and the ability to manage complex and escalated issues while maintaining a high standard of service excellence. You will also act as a liaison between internal operations teams and external partners, helping to ensure smooth execution of business activities. The environment is collaborative and customer-focused, with an emphasis on continuous improvement and operational efficiency. This is an opportunity to contribute directly to the success of financial professionals by enabling them to serve their clients more effectively.

Accountabilities:

Provide responsive phone and email support to financial professionals, assistants, and field office personnel regarding products, processes, and business operations
Ensure high-quality service delivery by maintaining standards for accuracy, turnaround time, and effective follow-up
Research and track inquiries from the field, ensuring timely updates and clear communication on request status and resolution
Educate field personnel on available tools, platforms, and resources for accessing business and account information
Clearly explain internal policies and procedures related to business processing and operational workflows
Serve as a liaison between internal operations teams and external partners to facilitate issue resolution
Manage and resolve complex or escalated service issues with professionalism and accuracy
Support meetings, projects, and operational initiatives as needed
Contribute to process improvement efforts to enhance service efficiency and customer experience

Requirements:

3–5 years of customer service experience in a financial services environment or trading desk support role
Strong understanding of financial services operations and general market trading practices
Experience with Pershing products, procedures, and NetExchange Pro system preferred
Familiarity with DST Vision is a plus
FINRA Securities Industry Essentials (SIE) and/or Series 99 licenses preferred
Strong proficiency in Microsoft Excel and general computer applications
Excellent communication skills, both written and verbal
Strong organizational skills with high attention to detail and accuracy
Ability to manage multiple priorities in a fast-paced environment
Strong problem-solving skills and ability to work independently
Collaborative mindset with a strong customer service orientation

Benefits:

Base salary range of 65,000 USD to 75,000 USD annually
Comprehensive benefits package including healthcare coverage
Paid time off and holiday benefits
Opportunity to work in a hybrid and flexible work environment
Exposure to financial services operations and professional development opportunities
Collaborative team culture focused on growth and expertise
Career development within a long-standing financial services organization
Opportunity to contribute directly to improving client and advisor experiences.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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Benefits:

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