Client Service Excellence Representative - RS

Join our team as a Client Service Excellence Representative and help redefine exceptional client service. As a Client Service Excellence Center associate, you will assist clients via inbound phone calls and build your client services skillset.

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
• Series 7 and 63 regulatory license and/or registration

Benefits

• Total potential compensation range for first full year in this role is $60,500 - 67,500
• Quarterly performance-based bonuses, merit increases, and company bonuses
• Up to a $15,000 bonus upon obtaining required licensing
• Milestone rewards at 3-year, 5-year, and 10-year anniversaries