Job description
Company DescriptionFinance
Job Description
Client Advisor Services is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We're currently looking for dedicated individuals like you to help us provide financial advisors with access to tools and wealth-management services. If you're interested in working to help grow the business of independent investment advisor firms, there's a place for you in Advisor Services.
What you'll have:
1-3 years customer service experience
Basic knowledge of computer desktop and website navigation demonstrated through prior experience and/or education
Basic knowledge of on-line/Internet services
Consistent customer service focus
Effective verbal and written communication
Possess a collaborative and relationship-focused work style with demonstrated success in a team environment
Have effective time management & communication skills, positive attitude, enthusiasm, professionalism, and a strong work ethic with a high level of integrity
Additional Information
All your information will be kept confidential according to EEO guidelines.
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