Licensed Customer Service Rep - Remote Nationwide (Series 6/63 or 7/63)

Role Summary This role is part of the Client Services Operations organization and supports the day-to-day servicing needs of clients and Financial Representatives. The position is responsible for delivering high-quality client service through accurate transaction processing, issue resolution, and clear communication across a range of investment-related inquiries. Associates in this role handle phone-based and transactional work, navigate multiple systems, and follow established processes while applying sound judgment to resolve more complex scenarios. The focus is on operational excellence, risk awareness, and providing a consistent, professional client experience. Primary Duties and Responsibilities • Delivers a personalized and exceptional experience for clients by answering questions, providing servicing options, and supporting products or services in a call center environment. • Proficient in resolving basic and intermediate (semi-complex) inquiries and transactions from Financia