The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Communication with adviso…
The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in man…
Provide world-class, specialized phone service to high-priority advisors, clients, or other relationship partners to successfully resolve customer-initiated service issues in an in…
The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Direct communication with…
The Tech Lead is a technical expert responsible for ensuring high availability of a suite of applications in the production environment. You will participate/lead technical discuss…