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Series 7 - Client Services Rep...

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Job Summary

FOLIOfn, Inc
West Mclean, VA 22102
Financial Services
Job Type
Years of Experience
1+ to 2 Years
Education Level
Bachelor's Degree
Career Level
Experienced (Non-Manager)

Series 7 - Client Services Representative

About the Job


FOLIO Investing is seeking a Series 7 Licensed Institutional Client Services Representative to join our world-class customer service department.




  • Provide member service and support to Folio’s Registered Investment Advisors and retail clients
  • Adhere to compliance/risk procedures and exhibit detailed attention to disclosure policies by maintaining focus on clients' best interests
  • Creatively and conveniently solve member problems in an expedient manner
    Perform comprehensive account and service functions accurately and efficiently
  • Handle requests by clients for Folio’s investment products and services
  • Collaborate with senior level executives to come up with ideas on how to improve processes
  • Provide direction to new customers by being responsive to customer needs, inquiries and requests
  • Drive customer experience to high levels of satisfaction by adhering to the customer first principles
  • Contribute to departmental and corporate goals


Required Skills:

  • FINRA Series 7 License
  • Minimum of 2 years client service or support experience in retail brokerage or at an investment firm where business was conducted with clients via the telephone and e-mail
  • Strong multi-tasking, problem solving, interpersonal, communication, writing composition, and organizational skills
  • Must be technically savvy with the ability to support our clients as they utilize our web-based products
  • Bachelor’s degree preferred

About Folio Investing

Folio Investing provides a powerful platform for diversified investing and portfolio management, with significant customization, tax and cost management benefits.​ We enable you to combine the benefits of mutual fund investing and the benefits of owning individual stocks, with no minimums.​

Folio Investing services are offered by FOLIOfn Investments, Inc. ​, a self-clearing broker dealer launched in 1999 to help individual investors achieve financial success with the best investment options available for a fair price.​

FOLIOfn Investments, Inc.​ is a wholly owned subsidiary of FOLIOfn, Inc.​, which provides investment technology, management consulting and other services to the financial services industry.​


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