Client Services Representative
$43k - $48kDexian
CALL LEWIS View phone number on click.appcast.io
- Operations Processing Specialists - we need ~50 (focusing on Oakdale, Scottsdale, La Vista, Atlanta, and St Pete) Pay Rate -- $43K-48K
- Advisor Support Representatives (Call Center) (BH ID: - we need ~18 (focusing on Oakdale, Scottsdale, and La Vista) Pay Rate -- $45k-55K
Manager Notes:
- Must have wealth management experience or Broker dealer experience (Must be on the resume)
- Open to recent grads (Bachelors degree in Finance and Business)
- Processors will be Process brokerage account documents with a high degree of accuracy and within established service level timelines. Review incoming documentation for completeness, ensuring all required fields, signatures, and supporting materials are present
- Call Center support will answer inbound calls from financial professionals in a courteous, professional, and timely manner. Respond to questions regarding accounts, products, services, and procedures
Preferred Requirements:
- For new graduates: internship, co-op experience, prior work experience
- 1 years experience of brokerage experience
- Completion of the FINRA SIE exam
- FINRA Series 7
- Experience with Envestnet / Wealth Management Platform
- Bachelors degree in business, Finance or related field is preferred
Prior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office
Vacancy posted 7 hours ago
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