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Brokerage Services 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 ...

Omnitrans

Customs Brokerage Processor

Buffalo, NY · On-site

$22 - $28/hr

Process missing information request and return file to Client Representative for follow up * ... Customer service oriented. * Ability to work independently as well as with a team * High level of ...

Circle Logistics

Driver Services Representative

Orlando, FL · On-site

$15 - $20.25/hr

We are seeking a detail-oriented and customer-focused Driver Services Representative to join our ... This is an excellent entry-level opportunity to launch your career in freight brokerage and ...

Circle Logistics

Driver Services Representative

Orlando, FL · On-site

$15 - $20.25/hr

We are seeking a detail-oriented and customer-focused Driver Services Representative to join our ... This is an excellent entry-level opportunity to launch your career in freight brokerage and ...

TalentRemedy

Client Services Representative

Alexandria, VA · On-site

$75K - $100K/yr

About the Role Our client is a well-established, dually registered broker-dealer and investment advisory firm, seeking a highly motivated, experienced, and registered Client Service Representative ...

TalentRemedy

Client Services Representative

Alexandria, VA · On-site

$17 - $23.25/hr

About the Role Our client is a well-established, dually registered broker-dealer and investment advisory firm, seeking a highly motivated, experienced, and registered Client Service Representative ...

Circle Logistics

Driver Services Representative

Orlando, FL · On-site

$15 - $20.25/hr

We are seeking a detail-oriented and customer-focused Driver Services Representative to join our ... This is an excellent entry-level opportunity to launch your career in freight brokerage and ...

TalentRemedy

Client Services Representative

Alexandria, VA

$17 - $23.25/hr

About the Role Our client is a well-established, dually registered broker-dealer and investment advisory firm, seeking a highly motivated, experienced, and registered Client Service Representative ...

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All JobsBrokerage Services Representative Jobs

Brokerage Services Representative information

See salary details

$29.5K

$48.3K

$78.5K

How much do brokerage services representative jobs pay per year?

As of Aug 14, 2026, the average yearly pay for brokerage services representative in the United States is $48,284.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,000.00 and $57,000.00 per year, depending on experience, location, and employer.

What are some common challenges faced by brokerage services representatives, and how can they be managed effectively?

Brokerage Services Representatives often encounter challenges such as managing high call volumes, addressing complex client inquiries about investments, and staying up-to-date with evolving financial regulations. Success in this role requires strong communication skills, attention to detail, and the ability to work efficiently under pressure. Proactive learning, regular training, and effective time management can help representatives stay informed and deliver excellent client service. Additionally, collaborating with team members and leveraging internal resources supports problem-solving and continuous improvement.

What is the difference between Brokerage Services Representative vs Customer Service Representative?

AspectBrokerage Services RepresentativeCustomer Service Representative
CredentialsFINRA licenses, securities licensesNo specific licenses required
Work EnvironmentFinancial firms, brokerage firmsVarious industries, call centers, retail
Employer & IndustryFinancial services, brokerage industryMultiple sectors including retail, telecom, banking
Common Search IntentComparing roles in finance, licensing, responsibilitiesCustomer support, service tasks, problem-solving

The Brokerage Services Representative primarily works in financial firms, handling client accounts and requiring securities licenses. In contrast, a Customer Service Representative works across various industries, focusing on customer support without specialized licenses. While both roles involve client interaction, the Brokerage Services Representative has a specialized focus on financial products and compliance, making it distinct within the financial industry.

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

To thrive as a Brokerage Services Representative, you need a solid understanding of financial markets, investment products, and securities regulations, often supported by a bachelor's degree in finance or related field and required FINRA licenses (such as Series 7 and Series 63/66). Familiarity with trading platforms, CRM systems, and market analysis tools is essential. Strong communication, problem-solving, and customer service skills make someone stand out in this role. These skills and qualifications are crucial for providing accurate investment guidance, ensuring compliance, and building client trust in a fast-paced financial environment.

What is a brokerage services representative?

Brokerage Services Representatives are professionals who assist clients with their investment accounts, providing support for trading, account management, and general inquiries about financial products. They often work for brokerage firms, helping customers execute trades, understand their investment options, and resolve account-related issues. These representatives also ensure compliance with regulations and may provide educational resources to clients. Their goal is to deliver high-quality service and support to individuals investing in stocks, bonds, mutual funds, and other securities.

What states have the most Brokerage Services Representative jobs?

States with the most job openings for Brokerage Services Representative jobs include:

What job categories do people searching Brokerage Services Representative jobs look for?

The top searched job categories for Brokerage Services Representative jobs are:

Brokerage Services Representative jobs near you
Infographic showing various Brokerage Services Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $48,284 per year, or $23.2 per hour.

Retirement Services Representative

Amicis Global

Columbus, OH • On-site

$20 - $22/hr

Contractor

Re-posted 6 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.