Inclusively is partnering with a multinational financial services company to hire a Customer Service Representative - Covington, KY.

ABOUT INCLUSIVELY:

Inclusively is a digital tech platform that connects candidates with disabilities, who may benefit from workplace accommodations, to inclusive employers. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD). Applicants with one or more of these conditions are encouraged to apply; Inclusively does not require applicants to disclose their specific disability.

What to expect…

As a new CRA, you’ll be supported by a group of leaders, coaches, mentors and experienced CRAs over the first 18 months of your career.

• First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your Series 7 and 63 licenses, fully paid for and sponsored by the company. This includes paid, on-the-job study time, support from licensing coaches, group and individualized study plans, and review classes.
• Subsequent months, continue taking customer calls with increasing complexity to develop and hone your skills. Dedicated time each week to develop new skills and to connect and refuel – by exploring the career center, networking with colleagues, taking online classes, and more!
• As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.

Advantages of our career development experience…

You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.

You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience to your first automatic promotion.

You are growing. From day one you’ll have the support and structure to plan for your future at the company. The career coaching you will receive will help you understand the array of career opportunities at the company and chart a course to help you grow in a personalized career path.

You can explore. You’ll experience variety in your work each with dedicated time on development activities and doing work that goes beyond answering customer calls.

The Skills You Bring

• Ability to establish rapport and relationships with customers and the team through effective communication
• Listening and compassion skills to support the challenges of our diverse customers
• Adaptability and flexibility in various work environments (i.e., working in the office, working from home, overtime, etc.)
• Ability to handle different types of situations and conversations driving towards a resolution suitable for all
• Aptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 exams
• A desire for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-making

The Value You Deliver

• Demonstrate empathy and passion for helping people and ensure an excellent customer experience
• Service varied customer needs, including balance inquiries, money movement, trading, and more
• Answer questions and provide resources to deepen understanding and build confidence

Our Investments in You

Our benefit programs ( opens in new link)are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): 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, and Fitness Reimbursement.

Job Type: Full-time

Shift:

• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Work Location: In person