FOLIOfn, Inc.

FolioFirst Client Services Representative

US-CO-Colorado Springs
3 months ago
Job ID
# of Openings
Customer Service


FOLIOfn, Inc. provides investment technology and other services to the financial services industry and through its wholly-owned subsidiary, Folio Investments, Inc. The firm has more than 19 patents covering an array of financial services and products and has been, and continues to be, a pioneer in a number of areas in the investing and wealth management fields. The firm also has two wholly-owned subsidiary registered investment advisors through which it offers a variety of advisory services and technology to support the offerings of unaffiliated investment advisors.


The FolioFirst Client Service Representative (FF CSR) role is structured around the service of a single client segment.  These clients represent a new relationship for Foliofn, Inc. due to a recent acquisition of another online brokerage platform. As FF CSR you will be responsible for handling all client inquiries, such as, education about Folio, features of the new platform, fee structures and day to day service needs.


The knowledge you’ll gain about Folio’s resources, financial markets, and investing concepts will enable you to enhance your skills and pursue a dynamic career path within the firm.  You will encounter challenging work experiences within a team environment focused on providing service excellence.  Join a dynamic team of professionals in a structured and fast paced environment.


    Provide value added service and support to Folio’s newest client segment

Creatively and conveniently solve member problems in an expedient manner

Perform account and service functions accurately and efficiently

Handle requests by clients for Folio’s investment products and services

Provide direction to new customers by being responsive to customer needs, inquiries and requests

Excel in explaining complex information in ways that are easy to understand

Drive customer experience to high levels of satisfaction by adhering to the customer first principles

Contribute to departmental and corporate goals


Bachelor’s Degree Preferred

Minimum of 2 years client service experience, preferably in financial services, retail brokerage or at an investment advisory firm 

Proven experience with fundamentals of providing service excellence, including skills to build rapport, determine client needs, and ability to educate clients/prospects on Folio’s products and services

Strong multi-tasking, time management and organizational skills

Robust problem solving skills

Excellent relationship management and communication skills in both verbal and written formats

Strong technical skills including word processing, spreadsheet capabilities and the ability to support our clients as they utilize our web-based products

Team player with demonstrated initiative/leadership through participation in job related groups or committees

FINRA Series 7 License – will consider sponsoring for qualified candidates


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