Client Services Team Lead

Posted 2 days ago

liberty personnel servicesJenkintown (PA)

Securities, Commodities, and Financial Services Sales Agents Investment Banking and Securities Intermediation

SENIORITY

Senior

SALARY

$80,000 - $110,000 per year

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About the role

Client Services Team Lead A fast-growing broker-dealer focused on delivering exceptional service, transparent practices, and long-term client value. As an online/mobile brokerage firm, we are seeking a Series 7 licensed Client Service Representative with 2–3 years of experience assisting brokerage clients.

Qualifications:

3+ years of Client Services experience in a brokerage environment
Active Series 7 and Series 63 licenses (CRD # required upon request)
Motivated, self-confident professional with a strong desire to learn
Strong communication, technical, and organizational skills
Ability to work independently and manage multiple priorities

Responsibilities:

Serve as the first point of contact for client inquiries, trade support, and account servicing
Process transactions (initially equities and ETFs; additional asset classes such as options and fixed income to follow)
Educate clients on platform features, investment tools, and product offerings
Collaborate with operations and technology teams to enhance the client experience
Participate in QA testing and feedback for the mobile trading application
Working Situation

HybridCompensation/Benefits

Base Salary: $80-110k+, commensurate with experience. Additional Compensation: Annual performance-based bonus.

Benefits Package: Comprehensive benefits, including medical, dental, vision, 401(k) match program, vacation and sick time, paid holidays, and professional development/career growth programs.

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A number in mind

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Your notice period

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