{ "media_type": "text", "post_content": "Is anyone here a client service associate ? I have just been offered a position as one. It didn’t seem like a call center in my interview but now that I’m speaking with people it does seem like one. Can anyone provide any insight? I need my series 7 and 63.", "post_id": "62842b45a9716d002c5fc140", "reply_count": 10, "vote_count": 1, "bowl_id": "553769a790f5eebe1d2a0f92", "bowl_name": "Finance", "feed_type": "crowd" }
null

Is anyone here a client service associate ? I have just been offered a position as one. It didn’t seem like a call center in my interview but now that I’m speaking with people it does seem like one. Can anyone provide any insight? I need my series 7 and 63.

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I’m a client engagement associate and I lead client and stakeholder engagement for my team in the sales and trading side. Create pitch decks, modelling etc. it’s got nothing to do with a call centre. If you need your series 7/63 I don’t think it would be a call centre role. I see what you mean though, I’m new to banking and some of these titles are confusing. Hope this helps in some way.

Thank you so much!

Depends on the company. Some of them definitely have it more like a call center position

What company? I have a lot of client associates and can share some insight.

Private bank wealth management

I’m a CSA. Currently studying for my series 7 just passed SIE. Not a call center role. It’s front office. Ask away!

Sure!

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