Experienced Licensed Customer Service Representative – Complex Product Support and Client Engagement

Are you a customer service professional with a passion for delivering exceptional experiences and resolving complex issues? Do you thrive in a fast-paced environment where no two days are the same? If so, we invite you to join blithequark as an Experienced Licensed Customer Service Representative, where you'll play a critical role in supporting our sophisticated client base and driving customer satisfaction. About blithequark blithequark is a leading provider of innovative financial solutions, dedicated to empowering individuals and businesses to achieve their goals. Our team of experts is committed to delivering exceptional customer experiences, and we're seeking a talented Licensed Customer Service Representative to join our ranks. As a member of our team, you'll have the opportunity to work with a diverse range of clients, develop your skills and expertise, and contribute to the growth and success of our organization. Key Responsibilities As an Experienced Licensed Customer Service Representative, you'll be responsible for: * Providing advanced customer service activities and initiatives for specialized products and services * Supporting a complex dedicated suite of products/services, services a sophisticated client base, and/or leverages an advanced process or tool to support internal and external customers * Focusing on problem resolution that occurs across multiple channels for our customers * Delivering the CARES model to customers and service partners * Receiving, investigating, and responding to customer inquiries regarding complex products, services, and issues via all channels through which customers are served * Resolving customer service inquiries and issues; Recommending appropriate solutions; resolving the most complex or recurring issues, and identifying root cause and acting as an escalation point * Interacting with higher levels within the customer organization * Maintaining high levels of customer satisfaction consistent with blithequark's core values * Demonstrating commitment to quality * Serving as a coach or mentor and may serve as a trainer to the customer service team * Documenting customer interactions and completing service requests to minimize customer effort or additional action Requirements To be successful in this role, you'll need: * An Associate's degree or equivalent degree as well as related experience or product knowledge to accomplish primary duties * Typically 3+ years of experience in a customer service or related field * In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered * FINRA Series 7 and 63 (or 66) required Benefits As a valued member of our team, you'll enjoy a comprehensive range of benefits, including: * Medical/prescription drug coverage (with a Health Savings Account feature) * Dental and vision options * Employee and spouse/child life insurance * Short and long-term disability protection * 401(k) with blithequark match, pension, and stock purchase plans * Dependent care reimbursement account * Back-up child/elder care * Adoption, surrogacy, and doula reimbursement * Educational assistance, including select programs fully paid * A robust wellness program with financial incentives * Paid time off, including: + Maternity and/or parental leave + Up to 11 paid holidays each year + 8 occasional absence days each year, unless otherwise required by law + Between 15 to 25 vacation days each year, depending on career level and years of service Work Environment and Company Culture As a remote-based customer service representative, you'll have the flexibility to work from the comfort of your own home. Our team is dedicated to creating a positive and inclusive work environment, where everyone feels valued and supported. We're committed to fostering a culture of continuous learning, growth, and innovation, and we're excited to welcome you to our team! If you're a motivated and customer-focused individual with a passion for delivering exceptional experiences, we invite you to apply for this exciting opportunity. Please apply including your resume and a cover letter, to. We can't wait to hear from you! Equal Employment Opportunity blithequark is an equal employment opportunity employer, committed to diversity, equity, and inclusion. We welcome applications from qualified candidates of all backgrounds and perspectives.