Licensed Customer Service Rep
Are you passionate about delivering exceptional client service while supporting investment professionals? Were looking for a Licensed Customer Service Representative to be a trusted partner to our Financial Advisors and clients. In this role, youll combine your client relationship skills, securities knowledge, and attention to detail to help create an outstanding wealth management experience.
What Youll Do
- Serve as a key point of contact for wealth management clients, providing exceptional service and support.
- Assist with account openings, transfers, distributions, beneficiary changes, and other account maintenance activities.
- Support Financial Advisors with securities transactions, client servicing, and business development efforts.
- Prepare client meeting materials, reports, and portfolio review documentation.
- Coordinate with custodians, broker-dealers, and internal partners to ensure seamless account servicing.
- Monitor and process transactions accurately while meeting regulatory requirements.
- Help identify process improvements that enhance both the advisor and client experience.
What Makes You Successful
- Active FINRA Securities Industry Essentials (SIE) and Series 7 licenses required.
- 3+ years of experience in financial services, banking, wealth management, or a related field.
- Knowledge of investment products, securities operations, and industry regulations.
- Strong client service and relationship-building skills.
- Excellent organization, communication, and problem-solving abilities.
- High attention to detail with the ability to manage multiple priorities.
- Ability to work independently while collaborating effectively with a team.
- Commitment to maintaining confidentiality, compliance, and professional excellence.
Why FSCB
- Competitive pay and benefits
- Team-based variable compensation program
- 401(k) with generous employer match
- Supportive leadership and growth opportunities
- A workplace where people matter and careers grow
Ready to make a difference in the financial lives of our clients? Apply today and grow your career with FSCB.
LICENSES & CERTIFICATIONS
- FINRA Securities Industry Essentials (SIE) required.
- FINRA Series 7 registration required and must be maintained in good standing.
- Additional registrations such as Series 63 or Series 66 may be required based on business needs.
PHYSICAL REQUIREMENTS
- Must be able to remain in a stationary position for long durations (e.g., 6-8 hours with breaks).
- Occasionally required to stand or walk short distances.
- Manual dexterity for using keyboard, mouse and telephone system.
- Visual acuity to read computer screens and written documents.
- Occasionally lifting office supplies, files and small packages (typically up to 10-25 lbs.)
- Ability to hear and understand spoken communication, including customer (internal and external) inquiries and phone conversations.
- Ability to speak clearly and be understood in person and over the phone.
Additional Information
Being a First Stater....
Being a First Stater means that you roll up your sleeves and dig in. It means you work hard and do your best. It means that you enjoy learning new skills and are always eager to improve. It means you help the team by being a great teammate. It means youre passionate about making a difference in the lives of our customers and our communities. It means you consistently find new ways to improve our organization.
Do you have what it takes to be a First Stater?
Make a Difference - Apply Now!
First State Bancshares, Inc. is an Equal Opportunity Employer. All your information will be kept confidential according to EEO guidelines.