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Client Services Team Lead

Confidential

Radnor, Pennsylvania, United States Full-time June 16, 2026
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Opportunity Description

Job Details:

Client Services Team Lead


Company:


A fast-growing broker-dealer focused on delivering exceptional service, transparent practices, and long-term client value. As an online/mobile brokerage firm, we are seeking a Series 7 licensed Client Service Representative with 2–3 years of experience assisting brokerage clients.


Qualifications:

  • 3+ years of Client Services experience in a brokerage environment

  • Active Series 7 and Series 63 licenses (CRD # required upon request)

  • Motivated, self-confident professional with a strong desire to learn

  • Strong communication, technical, and organizational skills

  • Ability to work independently and manage multiple priorities

    • Qualifications:

  • Serve as the first point of contact for client inquiries, trade support, and account servicing

  • Process transactions (initially equities and ETFs; add...
    • Full-time Supervisors of Office and Administrative Support Workers

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    Opportunity Details

    Location Radnor, Pennsylvania
    Country United States
    Type Full-time
    Category Supervisors of Office and Administrative Support Workers
    Posted June 16, 2026
    Deadline July 26, 2026

    About Confidential

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    Confidential

    Radnor, United States

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