Customer Service Officers
Prime Capital Financial
This role is responsible for delivering exceptional client service and supporting advisors
in providing a high-quality client experience. The position partners closely with financial
service activities while building strong client relationships. manages core client service functions and supports more complex operational tasks.
Independently manage client inquiries and service requests
Process account maintenance, including money movements and distributions
Prepare and review new account documentation
Support advisors with client deliverables and follow-ups
Bachelor's degree or equivalent experience preferred
- 2+ years of financial services or client service experience
- Strong knowledge of account servicing processes
- Manages full lifecycle of account servicing tasks
Vacancy posted 3 days ago
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