Customer Service Representative - Series 7 & 63/66 Required

Location: Chicago, IL
Date Posted: 07-16-2014

The ideal candidate would be responsible for providing effective customer service for all OptionsHouse customers by utilizing excellent, in-depth knowledge of all retail services including trading tool features and functionality, account management, and general questions that cover all aspects of OptionsHouse. In addition the ideal candidate must be able to demonstrate past positive team work and the ability to effect change.
Key Skills and Responsibilities:

  • Provide timely and accurate information to customers regarding trading platform functionality and account status requests
  • Interface with the sales, operations, trade desk and technology to present a streamlined, positive experience for our customers
  • Effectively and efficiently communicate with customers via email, live chat and phone with the intent to exceed the customer’s expectations
  • Use and suggest promotions to influence prospective customers to fund their account and trade using OptionsHouse
  • Provide timely feedback to senior management regarding corporate issues as they relate to frontline customer interactions
  • Review customer communications and provide recommendations for ways to improve interactions and streamline processes
  • Willing to learn responsibilities outside of the customer service group to assist with departments such as operations and trade desk
  • Following up with customer inquiries, issues or information requests promptly
  • Ability to prioritize and manage time effectively especially during high call, chat and e-mail volume
  • Perform other related duties as assigned
  • Question processes and find efficiencies and creative ways to positively increase the customer experience

Job Requirements:

  • Strong customer orientation
  • NASD Series 7 and Series 63 or 66 registrations
  • Experience with Microsoft Office is a must: MS Excel, Word and Outlook
  • Computer proficiency and the ability to quickly learn new software
  • Excellent verbal/written interpersonal and communication skills
  • Performance and integrity levels with proven experience as a strong team player

Preferred Skills:

  • Customer service experience in retail brokerage or other financial services firm
  • Options industry experience preferred
  • Futures industry experience a plus
  • Personal or professional trading experience
  • CRM software experience


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