FOLIOfn, Inc.

  • RIA / Retail Client Services Representative

    Job Locations US-VA-McLean
    Posted Date 3 days ago(7/19/2018 10:42 AM)
    Job ID
    # of Openings
    Customer Service
  • Overview

    Folio Investing is seeking a Series 7 Licensed RIA/Retail Client Services Representative to join our world-class service team.







    Provide value adding service and support to Folio’s Registered Investment Advisor(s) and Retail client segments

    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

    Be a client advocate on the inside…A Client Champion!



    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

    Excellent communication skills in both verbal and written formats

    Must be technically savvy with the ability to support our clients as they utilize our web-based products

    Bachelor’s degree preferred

    Salesforce and JIRA experience preferred but not required


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