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Brokerage Service Representative Jobs (NOW HIRING)

Amicis Global

401K Plans Representative

Columbus, OH · On-site

$20 - $22/hr

Retirement Services Representative Location: Columbus, OH Duration: 12 Months Job Summary ... The Retirement Services Team within the Brokerage Service Network (MSSN) provides IRA and ...

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How much do brokerage service representative jobs pay per hour?

As of Jun 30, 2026, the average hourly pay for brokerage service representative in the United States is $23.03, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $27.40 per hour, depending on experience, location, and employer.

What is a Brokerage Service Representative job?

A Brokerage Service Representative assists clients with their investment accounts, processes trade orders, and provides information on financial products and services. They help customers understand market trends, account details, and company policies while ensuring compliance with financial regulations. Strong communication and problem-solving skills are essential for this role, as representatives often address inquiries about transactions, account management, and investment options.

What jobs pay $500,000 a year in the US?

In the US, high-level brokerage service representatives or financial advisors with extensive experience, a strong client base, and advanced certifications can potentially earn $500,000 or more annually through commissions, bonuses, and fees. Such roles often require deep industry knowledge, sales skills, and a focus on high-net-worth clients, with earnings varying based on performance and firm size.

What are the key skills and qualifications needed to thrive in the Brokerage Service Representative position, and why are they important?

To thrive as a Brokerage Service Representative, you need a solid understanding of financial markets, securities trading, and customer account management, often supported by a bachelor's degree in finance or business and industry licensing such as FINRA Series 7. Familiarity with trading platforms, CRM systems, and regulatory compliance tools is typically required. Excellent problem-solving abilities, attention to detail, and strong interpersonal communication help top performers manage client relationships and resolve concerns efficiently. These capabilities are crucial for delivering accurate, timely support in a highly regulated and fast-paced financial environment.

What is a broker representative?

A broker representative is a professional who works for a brokerage firm and assists clients with buying, selling, or managing financial assets such as stocks, bonds, or insurance products. They often hold licenses and must adhere to industry regulations, providing advice and executing transactions on behalf of clients.

What jobs pay 2000 a day?

Brokerage Service Representatives typically do not earn $2,000 a day; such high daily earnings are more common in roles like investment bankers, high-level traders, or financial advisors with significant experience and client portfolios. These positions often require specialized skills, certifications, and a strong understanding of financial markets. Earnings can vary widely based on performance, commissions, and the firm’s compensation structure.

Is CSR a good entry level position?

A Customer Service Representative (CSR) role is often considered a good entry-level position because it requires minimal prior experience and helps develop communication, problem-solving, and customer management skills. It can serve as a stepping stone to more advanced roles in sales, account management, or other customer-focused positions, often with opportunities for training and certification. However, job responsibilities can vary by company, and some roles may involve high call volumes or repetitive tasks.

What types of clients does a Brokerage Service Representative typically work with, and how does client interaction shape the day-to-day responsibilities?

As a Brokerage Service Representative, you will interact with a broad range of clients, including individual investors, financial advisors, and occasionally institutional clients. Your daily responsibilities often involve answering inquiries about account management, facilitating trades, resolving transaction issues, and providing insights on available brokerage products. You’ll spend much of your time communicating via phone, email, or online chat to ensure client satisfaction and timely resolution of concerns. Direct client interaction requires you to stay informed about market trends and compliance requirements while building trust and rapport. This client-focused approach provides valuable exposure to a variety of financial situations and helps develop your expertise for long-term career advancement within the industry.

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Brokerage Service Representative jobs near you
Infographic showing various Brokerage Service Representative job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 72% Physical, 1% Hybrid, and 27% Remote job distribution, with an average salary of $47,911 per year, or $23 per hour.

Retirement Services Representative

Amicis Global

Columbus, OH • On-site

$20 - $22/hr

Contractor

Posted 21 days ago

Job description

Title: Retirement Services Representative
Location: Columbus, OH
Duration: 12 Months
 
Job Summary:
  • The Retirement Services Team within the Brokerage Service Network (MSSN) provides IRA and retirement account support to Brokerage financial advisors and branch employees.
  • The team responds to a variety of inquiries related to retirement accounts and products, contribution and distribution procedures, and retirement tax.
  • The team is responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures.
Primary Responsibilities:
  • Establish and maintain effective relationships in order to deliver world-class service to our clients.
  • Handle incoming phone calls from financial advisors and branch employees related to Retirement Services.
  • Utilize various internal and external resources and tools to provide information and resolve issues.
  • Follow established procedures to route processing requests to the appropriate processing teams and to escalate inquiries for further research.
  • Meet team and department service goals as established by by Brokerage Service Network (MSSN)management.
Skills required:
  • Attention to detail.
  • Ability to multi-task and manage time effectively.
  • Ability to establish and maintain positive client relationships.
  • Ability to diagnose and solve problems creatively.
  • Ability to recognize and diffuse potential issues and/or difficult interactions.
  • Excellent communication (written and oral) and listening skills.
  • Desire and ability to learn quickly and apply knowledge to various situations 
Education:
  • Bachelor's degree or minimum 2 years of financial industry experience.
Skills desired:
  • Experience related to retirement products is preferred, but not required.
  • Current or past Series 7 preferred, but not required.
  • Bachelor's degree preferred but not required.