Job Description
Day to Day
Handling a mix of inbound client service calls and email inquiries (may vary based on business needs)
Provide support to financial advisors and clients, ensuring a high level of service
Follow up on incomplete or incorrect trade/order submissions
Reach out to advisors to gather missing information and ensure timely resubmission
Manage and respond to client and advisor communications via phone and email
Support the team during peak/busy periods with flexible task allocation (calls, emails, trade support)

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marit...