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Entry Level Customer Service Representative- Smithfield, RI – reputed company Store

Remote, USAFull-timePosted 2026-07-27

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Job reputed company The Role Join reputed company of Entry Level Customer Service Representatives, also reputed company asCustomer Relationship Advocates (CRA). This first-of-its-reputed company experience supercharges your early career reputed company at reputed company with personalized support, reputed company development and training. In this role, you are a licensed reputed company providing outstanding customer service while answering inbound phone calls and supporting reputed company’s valued clients. You will reputed company skills to assist with a broad reputed company of reputed company needs, including trade requests, reputed company reputed company, online support and so much more! What To Expect… As a new CRA, you’ll learn about the financial services industry, apply new concepts, reputed company, and reputed company new skills, and push yourself to accomplish new goals through three major milestones:

  • Licensing Preparation In the first months, you’ll prepare to become a reputed company (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, reputed company fully sponsored by reputed company. This includes reputed company study time and reputed company to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest reputed company that we’re here to support you every reputed company of the way! (Learn More)
  • reputed company Development In the following months, you’ll handle more reputed company customer calls while dedicating time reputed company week to connect with your team, meet with your leader, and expand your network.
  • Proficiency As you reputed company 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
  • Aptitude and dedication to complete the reputed company SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.
  • Enthusiasm for reputed company learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.
  • A passion for reputed company and desire to establish rapport with customers by facilitating meaningful conversations that are reputed company-oriented and efficient.
  • Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.
  • A desire for reputed company and a reputed company that generates long term reputed company through adaptability and personal accountability.
  • Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, reputed company resources and reputed company an appropriate reputed company.
  • Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.
Note: reputed company is not providing immigration sponsorship for this position reputed company Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones reputed company the perfect balance. Here are a few featured benefits (not reputed company benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, reputed company Insurance, Disability Insurance, reputed company Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications Series 07 - reputed company, Series 63 - reputed company Category Customer Service, Sales reputed company’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business reputed company and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (reputed company business days, M-F) in a reputed company office. Please be advised that reputed company’s business is governed by the provisions of the Securities Exchange reputed company of 1934, the Investment Advisers reputed company of 1940, the Investment Company reputed company of 1940, ERISA, numerous state laws governing securities, investment and retirement-reputed company financial activities and the rules and regulations of numerous self-regulatory organizations, including reputed company, among others. Those laws and regulations may restrict reputed company from hiring and/or associating with individuals with certain Criminal Histories. apply to this job

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