Client Services Representative

Dexian

Atlanta, GA

call lewis View phone number on click.appcast.io

Operations Processing Specialists - we need ~50 , Atlanta

Advisor Support Representatives (Call Center) (BH ID: - we need ~18

Pay Rate -- $43K-55k
Manager Notes:
- Must have wealth management experience or Broker dealer experience (Must be on the resume)
- Open to recent grads (Bachelor’s 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

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Vacancy posted 3 days ago

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