Service Representative

Job Description

JOB DETAILS

REQUIREMENTS

• Strong customer service orientation with a professional demeanor
• Effective verbal and written communication skills
• Basic to intermediate knowledge of Microsoft Excel and other standard office tools
• Interest in developing a deeper understanding of financial services and HTK platforms
• Ability to follow established procedures and guidelines
• Collaborative and willing to learn from others
• Highly attentive to detail and accuracy
• Ability to prioritize tasks in a fast-paced environment
• College degree or equivalent experience preferred
• 1–3 years of customer service experience, ideally in financial services or a professional services setting
• Exposure to or interest in brokerage operations, Pershing platforms, or NetExchange Pro a plus
• Experience with DST Vision a plus
• FINRA Securities Industry Essentials (SIE) preferred or willingness to obtain
• Series 99 license not required but encouraged over time

RESPONSIBILITIES

• Provide phone and email support to HTK Financial Professionals, assistants, and Field Office personnel in a professional and timely manner
• Maintain service standards for responsiveness, accuracy, and customer satisfaction
• Deliver accurate information about HTK business processing, forms, and requirements
• Assist in tracking service inquiries and ensuring timely communication back to the field
• Educate financial professionals and assistants on the use of self-service tools, such as clearing firm platforms and proprietary websites
• Support adherence to HTK policies and procedures by explaining basic operational processes
• Collaborate with internal teams to resolve service requests and inquiries
• Escalate complex or unusual issues to senior team members as needed
• Contribute to team initiatives and participate in learning opportunities
• Complies with all company and site policies and procedures
• Remains current in profession and industry trends
• Successfully completes regulatory and job training requirements
• Performs other duties as assigned

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