Entry-Level Customer Service Representative – Customer Relationship Advocate

Join careerzynith's dynamic team of Customer Relationship Advocates (CRAs) and embark on a transformative journey that supercharges your early career growth. As a licensed professional, you will provide outstanding customer service while answering inbound phone calls and supporting careerzynith's valued clients. This role offers a unique blend of personalized support, skill development, and training, setting you up for long-term success in the financial services industry.

• *What to Expect**

As a new CRA, you'll embark on a three-stage journey that will challenge and empower you:

1. **Licensing Preparation**: In the first months, you'll prepare to become a licensed professional by studying for and obtaining your SIE, Series 7, and 63 licenses. careerzynith will sponsor your licensing fees and provide access to valuable resources, including licensing coaches and workshops.
2. **Skill Development**: In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.
3. **Proficiency**: As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and careerzynith's career center.

• *The Expertise and Skills You Bring**

To succeed in this role, you'll need to demonstrate:

• **Aptitude and dedication** to complete the FINRA SIE, Series 7, and 63 exams through careerzynith's industry-leading licensing program.
• **Enthusiasm for continuous learning** and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.
• **A passion for connection** and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient.
• **Ability to handle different types of situations, emotions, and conversations** driving towards suitable resolutions.
• **A desire for growth** and a mindset that generates long-term success through adaptability and personal accountability.
• **Exceptional critical and analytical problem-solving skills** and a demonstrated ability to interpret a scenario, leverage resources, and find an appropriate resolution.
• **Comfortable learning new technology or proprietary platforms** and confident navigating multiple systems simultaneously.

• *The Team**

At careerzynith, we're committed to building a diverse workforce, fostering a culture of belonging, and creating more inclusive experiences for our associates, customers, and community. Our benefit programs are designed to help you and your loved ones strike the perfect balance, including:

• Maternal and Parental Leave
• Tuition Reimbursement
• Student Loan Assistance
• 401(K) 7% match
• Health Insurance
• Dental Insurance
• Vision Insurance
• Disability Insurance
• Paid Time off
• Commuter Benefit Program
• Backup Dependent Care
• Charitable match
• Concierge Services
• Wellness Program
• Fitness Reimbursement

• *Company Overview**

careerzynith is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their clients' money.

• *Join Us**

At careerzynith, you'll find endless opportunities to build a meaningful career that positively impacts people's lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at careerzynith – we offer a range of opportunities for learning so you can build the career you've always imagined.

• *Work Environment and Culture**

careerzynith's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in an careerzynith office. This does not apply to roles listed as Remote or Onsite.

• *Certifications**

• Series 7 - FINRA
• Series 63 - FINRA

• *Equal Opportunity Employer**

careerzynith is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

• *Accommodations**

careerzynith will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [email protected].

• *Apply Now**

If you're passionate about delivering exceptional customer service and building a meaningful career, apply now to join careerzynith's dynamic team of Customer Relationship Advocates.

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