Employment Type : Full-Time
A Registered Client Services Associate assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records. What We're Looking For Perform clerical functions related to opening client accounts and ongoing...
Employment Type : Full-Time
Job Summary ...
Employment Type : Full-Time
* FINRA 6 and/or 63 licenses, State Life, Accident and Health (LAH) license is required. Overview: Provides administrative and sales support to Registered Representatives (Financial Advisors) to a designated branch and/or...
Employment Type : Full-Time
Description This is a newly created position, well suited for someone who enjoys interacting with and helping others. The Intake Specialist will serve as the first point of contact for all CRJ inquiries via phone or email. The Intake...
Employment Type : Full-Time
About the Role As a Remote Customer Service Representative, you'll provide exceptional customer service from the comfort of your own home. You'll handle inbound calls and emails, resolving customer inquiries and issues in a professional and...