Client Service Specialist

We're a diversified financial services leader with $1.5 trillion in assets under management, serving 3.5 million clients. We take pride in providing a personalized experience and invite you to join our team as a Client Service Specialist, conducting administrative responsibilities and providing practice management support.

Requirements

• Associate (2-year) degree or equivalent
• 1-3 years relevant experience
• Able to maintain confidentiality, demonstrate integrity, and operate under limited/minimal direction
• Excellent interpersonal skills to interact efficiently with clients
• Effective written and oral communication skills
• Ability to function in fast-paced environment, maintain operational quality, ability to balance multiple priorities
• Understanding of a financial advisors practice

Benefits

• Visa Sponsorship (for applicants with a valid work authorization that does not require visa sponsorship)
• Training, mentoring, and licensing support for career development