Experienced Series 7 Licensed Financial Services Representative – Customer Support & Brokerage Operations Specialist (Hybrid Role in Salt Lake City)

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Join arenaflex: Where Financial Expertise Meets Exceptional Customer Care

Are you a licensed financial professional looking to advance your career in a dynamic, supportive environment? arenaflex is seeking an experienced Series 7 Licensed Financial Services Representative to join our growing team in Salt Lake City, UT. In this hybrid role, you'll combine your financial industry expertise with your passion for outstanding customer service to deliver solutions that matter to our clients.

At arenaflex, we believe that financial services excellence is built on the foundation of knowledgeable professionals who genuinely care about their clients' success. We've created a workplace where your expertise is valued, your growth is supported, and your contributions make a real difference. If you're ready to take the next step in your financial services career, we invite you to explore this exciting opportunity.

About the Role

As a Series 7 Licensed Financial Services Representative at arenaflex, you will play a critical role in supporting our brokerage operations and delivering exceptional service to our valued customers. This position offers the perfect blend of technical financial expertise and customer relationship management, making it ideal for professionals who thrive in a fast-paced, service-oriented environment.

You'll be responsible for addressing client concerns, resolving brokerage complaints, and providing guidance on a wide range of financial products and services. Your expertise in Series 7 regulations, combined with your strong communication skills, will help ensure that our clients receive accurate information and timely resolutions to their inquiries.

Key Responsibilities

• Client Support Excellence: Serve as the primary point of contact for customers addressing brokerage complaints and concerns. Listen actively, empathize with client situations, and provide clear, accurate resolutions that align with regulatory requirements and company policies.
• Brokerage Operations: Apply your deep knowledge of brokerage operations to process transactions, handle account management tasks, and ensure compliance with industry regulations and internal procedures.
• Technical Issue Resolution: Research and evaluate moderate to complex technical issues related to applications, services, product conversions, and new product development. Present well-reasoned recommendations for resolving challenging situations.
• Process Improvement: Identify opportunities for enhancing customer support processes within your functional area. Contribute innovative ideas that improve efficiency, accuracy, and customer satisfaction.
• Cross-Functional Collaboration: Work closely with relationship managers, internal partners, and stakeholders to coordinate solutions for escalated customer issues. Maintain clear communication channels to ensure seamless service delivery.
• Documentation & Compliance: Prepare and maintain accurate records of customer interactions, transactions, and issue resolutions. Ensure all activities comply with financial industry regulations and company standards.
• Product Knowledge: Stay current on financial products, services, and market conditions. Apply this knowledge to educate customers and provide personalized recommendations that meet their financial goals.
• Team Support: Share expertise with customer service colleagues, mentoring less experienced team members and contributing to a culture of continuous learning and improvement.

Required Qualifications

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

• Active Series 7 License: Current Series 7 license required. Candidates within a 2-year window of having held an active license may be considered, with the ability to re-activate credentials quickly.
• Professional Experience: A minimum of 2+ years of experience in Customer Service, Financial Services, or Contact Center operations. Equivalent demonstrated competency through a combination of work experience, training, military experience, or education is also acceptable.
• Brokerage Operations Expertise: Hands-on experience with brokerage operations, including account management, transaction processing, and compliance procedures.
• Technical Proficiency: Strong working knowledge of Microsoft products, including Excel, Word, and Outlook. Comfortable learning new software systems and technologies.
• Communication Skills: Exceptional verbal and written communication skills, with the ability to explain complex financial concepts clearly and professionally to diverse audiences.
• Problem-Solving Abilities: Strong analytical skills with the ability to research issues, evaluate options, and implement effective solutions independently.
• Judgment & Decision-Making: Ability to exercise independent judgment while developing a thorough understanding of both internal and external customer needs.

Preferred Qualifications

While not required, the following qualifications will help you stand out:

• Additional securities licenses (Series 63, Series 66, or Series 6)


• Experience with specific brokerage platforms and trading systems


• Background in handling escalated customer complaints in financial services


• Knowledge of regulatory frameworks governing brokerage operations


• Prior experience in a hybrid or remote work environment


• College degree in Finance, Business, or a related field

Skills & Competencies for Success

At arenaflex, we value professionals who demonstrate:

• Client-Centric Focus: A genuine commitment to understanding and exceeding customer expectations while maintaining regulatory compliance.
• Adaptability: The flexibility to handle shifting priorities and navigate changing market conditions with confidence.
• Attention to Detail: Meticulous approach to documentation, compliance, and transaction processing to minimize errors and maximize accuracy.
• Emotional Intelligence: The ability to empathize with frustrated clients, remain professional under pressure, and turn challenging situations into positive outcomes.
• Collaboration: Strong teamwork skills with the ability to work effectively across departments and contribute to a positive team environment.
• Initiative: A proactive mindset that drives continuous improvement and self-directed professional development.

Career Growth & Development Opportunities

At arenaflex, your career trajectory is limited only by your ambition. We invest heavily in the professional development of our team members, offering:

• Career Advancement Paths: Clear pathways to senior customer service roles, team leadership positions, and specialized financial advisory roles.
• Continuing Education Support: Opportunities to pursue additional licenses and certifications, including Series 63, Series 66, and other professional credentials.
• Skill Development Programs: Access to training programs that enhance your financial knowledge, leadership capabilities, and technical expertise.
• Mentorship Opportunities: Work alongside experienced professionals who can guide your career development and share industry insights.
• Cross-Functional Exposure: Exposure to different areas of our financial services operations, providing a well-rounded understanding of the industry.

Work Environment & Culture

arenaflex is more than a workplace – we're a community committed to excellence in financial services. Here's what you can expect:

• Hybrid Work Model: Enjoy the flexibility of working both in-office and remotely, balancing collaboration with independence.
• Inclusive Culture: A welcoming environment where diverse perspectives are valued, and every team member is treated with respect and dignity.
• Work-Life Balance: Competitive scheduling options that support your personal life and well-being.
• Collaborative Team Environment: Supportive colleagues who work together to achieve shared goals and celebrate collective successes.
• Modern Tools & Technology: Access to cutting-edge systems and resources that enable you to perform at your best.
• Community Involvement: Opportunities to participate in initiatives that give back to the Salt Lake City community and beyond.

Compensation & Benefits

We recognize that exceptional talent deserves exceptional rewards. arenaflex offers a comprehensive compensation package that includes:

• Competitive Hourly Rate: $30-$32 per hour, commensurate with experience and qualifications.
• Extended Contract Duration: Initial 6+ month assignment with strong potential for extension and permanent conversion.
• Performance Incentives: Opportunities to earn additional compensation based on performance and contribution.
• Comprehensive Benefits Package: Health, dental, and vision insurance options for eligible team members.
• Paid Time Off: Generous PTO policy that allows you to recharge and maintain work-life balance.
• Professional Development: Access to training resources and certification support.

Why arenaflex?

arenaflex is a leader in connecting talented professionals with meaningful career opportunities in the financial services industry. We pride ourselves on:

• Industry Expertise: Deep knowledge of the financial services landscape and a commitment to staying ahead of industry trends.
• Employee-Centric Approach: A focus on matching the right talent with the right opportunities, ensuring long-term success for both our team members and our clients.
• Integrity & Excellence: Unwavering commitment to ethical practices and quality service in everything we do.
• Long-Term Relationships: Building lasting partnerships with our employees and clients based on trust, respect, and mutual success.

Ready to Join arenaflex?

If you're ready to take the next step in your financial services career, we want to hear from you! This is your opportunity to join a team that values your expertise, supports your growth, and rewards your contributions.

Apply today and discover why arenaflex is the employer of choice for financial services professionals in Salt Lake City and beyond. Bring your Series 7 license, your customer service expertise, and your passion for excellence – and we'll provide the environment, resources, and opportunities to help you thrive.

arenaflex is an Equal Opportunity Employer and does not discriminate in employment on the basis of race, color, religion, sex, national origin, age, disability, veteran status, gender identity, sexual orientation, or any other protected characteristic. We encourage all qualified candidates to apply and join our inclusive team.