Client Service Excellence Representative - RS

Join our team of "crew" as a Client Service Excellence Center associate to help redefine exceptional client service. Connect with clients via inbound phone calls to assist with their account-related needs and give every investor the best chance for investment success.

Requirements

• 3+ years of customer-facing and/or in-bound phone experience
• Strong interpersonal and client relationship management (CRM) skills
• High school, associate degree, or bachelor's degree

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Total potential compensation range $60,500 - 67,500
• Quarterly performance-based bonuses, merit increases, and company bonuses
• Milestone rewards at 3-year, 5-year, and every 5 years thereafter