Dexian · 1 day ago
Client Service Associate – Series 7 Licensed
Salt Lake City, UT
Contract
Hybrid
New Grad, Entry Level
$30/hr - $32/hr
0+ years expDexian is a leading provider of staffing, IT, and workforce solutions. They are seeking a Client Service Associate – Series 7 Licensed to support complaint resolution operations within a financial services environment, focusing on managing and resolving client complaints while ensuring compliance and high-quality communication.
ConsultingHuman ResourcesInformation TechnologyProfessional ServicesStaffing Agency
Hiring Manager
Anita Rani
Responsibilities
Review, research, and resolve client complaints related to service, operations, and account activity
Work with internal teams and clients to gather information and drive resolution
Communicate resolutions clearly, primarily in writing, with occasional verbal follow-ups
Manage a queue of approximately 50 cases, prioritizing by risk and aging
Close an average of 8–10 cases per week while maintaining a 95%+ quality rating
Perform accurate data entry and documentation across multiple systems
Meet strict SLAs and compliance standards
Qualification
Required
Active FINRA Series 7 license (or active within the last 18 months)
Minimum 6 months of retail brokerage experience
Strong attention to detail and problem-solving skills
Proficiency with MS Office (Excel, Word, data import/export)
Excellent verbal and written communication skills
Ability to manage multiple priorities in a fast-paced environment
Strong organizational and teamwork skills
Company
Dexian
Dexian provides services for staffing, talent development, and consulting, with a focus on technology, finance, and project management.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Mahfuz Ahmed
Chairman of the Board
Vikram Motiani
Managing Director
Recent News
2025-11-19
Company data provided by crunchbase