Client Service Representative

About the Role

Responsible for managing a high volume of inbound calls and inquiries from financial advisors, providing exceptional support to address account questions, operational processes, technology tools, and service requests.

Responsibilities

• Assist financial advisors promptly and professionally, ensuring effective resolution of their inquiries.
• Navigate and explain account details, operational procedures, and technological systems.
• Maintain high responsiveness and problem-solving skills to support advisors working under tight deadlines.

Qualifications & Skills

• Excellent communication and interpersonal skills.
• Strong problem-solving abilities and attention to detail.
• Ability to handle a high volume of calls efficiently and professionally.