- Responsible for answering incoming calls from financial advisors, dealers, and customers.
- Answer inquiries about products, accounts, and transaction information.
- Resolve issues and process client requests.
- Strive to maintain and exceed the firm’s service standards.
- Provide ongoing continued support to build strong relationships with advisors and dealers.
Key skills or attributes
- Personable and articulate
- Adaptive and agile
- Problem solver
$40,000 – $55,000