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Posted YesterdayClient Service Specialist
United StatesHybrid
Responsibilities
- Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
Requirements
- requirements Knowledge of investment products and services Exceptional verbal, written and listening communication skills Excellent operational, organizational and follow-up skills with the ability to manage and process complex operational work Strong interpersonal skills, team-oriented, and collaborative ***Applicants must be authorized to work for any employer in the U.S.
- ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption.
- You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet.
- You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.**
Benefits
- Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.
- The Client Service Associate is a liaison between Investment Services (<$250k AUM) advisors and clients.
- We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.**
- Medical, dental, vision and life insurance Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time
- Base Salary Range $50,300.00 - $69,125.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed.
- Non-sales positions have the opportunity to participate in a bonus program.
- Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.