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Customer Service Representative

Nationwide, Troy, NY, United States


The Customer Service Representative position provides exposure to both sales and service. You'll work with great coworkers in the office and communicate with clients. Training is provided to get a license.

Key Responsibilities and Requirements

Obtain the Securities Industry Essentials (SIE) certification within the first 120 days.

Answer approximately 50 phone calls per day.

Work various shifts and hybrid schedules as necessary.

Collaborate with a close‑knit team in a small office setting.

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