About the Opportunity
We are seeking a skilled and enthusiastic customer service professional to join our team as an Associate Level 1- Client Services representative. This role offers an exciting opportunity to work in a dynamic environment, delivering exceptional customer experiences and providing first-line support to customers and financial advisors.
The ideal candidate will have prior experience in a customer service industry, strong telephone and verbal communication skills, and a passion for delivering positive solutions for customers. If you are confident in your customer service skills, able to reliably commute to the office, and possess a willingness to learn new technologies, this could be the perfect role for you.