Sr. Service Representative

Responsibilities

• Provide dedicated support via phone and email to HTK Financial Professionals, assistants and field office personnel in an efficient and accurate manner
• Maintain service standards for quality customer service, turnaround time, accuracy, and follow up
• Provide information to Financial Professionals, assistants, and other field office personnel regarding processing HTK business
• Responsible for researching items by accepting inquiries from the field, tracking results, and assuring the field receives communication regarding the status and / or completion of the request
• Provide education to HTK financial professionals, assistants, and field office personnel on the tools available to obtain requested information through such things as our clearing firm platform, proprietary websites, and other materials
• Effectively explain to field personnel HTK's policies and procedures for conducting business
• Act as liaison between Pershing and the field
• Handle more complex and escalated issues
• Represent HTK Operations at departmental meetings
• Provide project level support as needed
• Other projects and duties as assigned
• Skills and Abilities
• Strong customer service orientation
• Excellent organizational, communication, and computer skills
• Working knowledge of Microsoft Excel
• Knowledge and understanding of the financial services industry, and of general market trading practices
• Highly resourceful with the ability to look beyond the obvious
• Excellent relationship and collaborative skills
• Detail-oriented
• Demonstrates independent thinking
• Recommends and facilitates process changes to continuously improve the customer experience
• Ability to work as a team player, take initiative, and make decisions
• Demonstrated ability to work unsupervised
• Education
• College degree or equivalent experience strongly Preferred

Requirements

• 3-5 Years of customer service experience working in a financial setting and / or trading desk experience required
• Experience with Pershing products, procedures, and NetExchange Pro system
• Experience with DST Vision preferred
• Licenses
• FINRA Securities Industry Essentials (SIE) preferred
• FINRA Series 99 license preferred
• Base Salary Range : $65,000 - $75,000

Benefits

Additional Information

Job Description: Position Overview We are looking for a Senior Service Representative to join our HTK team. Responsible for providing prompt, courteous, and efficient service to producers and Field Offices on HTK products, services, processes, and paperwork. We've embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.

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