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Bilingual Customer Service Representative

Woodbridge, NJ · On-site

$42K - $48K/yr

National Life and Health Insurance Brokerage seeking tech savy energetic Bilingual College Grads to ... The Client Service Representative is responsible for providing effective customer support for all ...

Riviana Foods

Customer Service Representative

Houston, TX · On-site

$15.25 - $20.75/hr

Customer Service Representative ID: 1645 Location: Houston, TX Department: Customer Service More ... Communicates to brokers, customers, and Sales Administration any pricing and/or promotion ...

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How much do brokerage service representative jobs pay per hour?

As of Sep 3, 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?

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 types of clients does a brokerage service representative typically work with?

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.

What are the key skills and qualifications needed to thrive as a brokerage service representative?

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.

Is a brokerage service representative an entry level job?

A brokerage service representative is often considered an entry-level position in the financial services industry. It typically requires strong communication skills and basic knowledge of financial products, with opportunities for advancement through experience and additional certifications such as FINRA licenses.
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Brokerage Service Representative jobs near you
Infographic showing various Brokerage Service Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $47,911 per year, or $23 per hour.

Customer Service Representative / CSR in South Jordan, UT 84095

Amicis Global

South Jordan, UT • On-site

$22/hr

Contractor

Re-posted 24 days ago

Job description

Title: Customer Service Representative / CSR
Location: South Jordan, UT 84095
Duration: 06 Months
Pay Rate: $22.00/- on W2
 
Roles and Responsibilities:
Client Support Service Professionals handle incoming phone calls regarding various service inquiries on Brokerage accounts. Calls will need to respond with a high degree of accuracy and efficiency, while consistently meeting key department performance metrics. Functional support areas include Brokerage Cash Management products and services, Brokerage Online (client website) and Mobile app, and general account or financial related inquiries. Successful applicants will be highly professional, career driven, and committed to World-Class Service.
· Ability to contribute in a fast paced, team-oriented environment.
· Aptitude to multi-task and adjust quickly to change in a busy financial service center.
 
Preference for 1 of the following criteria:
• College Degree.
• Previous contact center experience.