Client Service Excellence Representative - RS

Join our team of 'crew' as a Client Service Excellence Center associate and help redefine exceptional client service! Assist clients via inbound phone calls and build your client services skillset while giving every investor the best chance for investment success.

Requirements

• 3+ years of customer-facing and/or in-bound phone experience
• Strong client service experience
• High school, associate degree, or bachelor's degree
• Series 7 and 63 regulatory license and/or registration

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Visa Sponsorship: No
• Four Day Work Week: No
• Generous Parental Leave: No
• Tuition Reimbursement: No
• Relocation Assistance: No