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Client Advisor
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$40,000 a year
Full-time
- Benefits: Bonus based on performance Competitive salary Dental insurance Flexible schedule Opportunity for advancement Paid time off Parental leave Training & development Vision insurance Compliance Exchange Group (www.cxgllc.com) is seeking a well-organized, self-motivated, detail-oriented individual to join its sales team as a Client Advisor.
- CXG is a top-tier Principal outsourcing, and full-service compliance firm, servicing FINRA regulated broker-dealers across the U.S. We are one of the few firms that provide fully outsourced principal solutions, in addition to regulatory consulting, CCO & FINOP outsourcing, and CMA - 1017 services.
- Attendance on daily ZOOM/TEAM calls and/or phone calls with team members and clients is required.
- Responsibilities:Field inbound and marketing generated leads, including holding conference calls, video calls, emailing and otherwise coordinating with clients and potential clients.
- Meet with various Broker Dealers and prospective Broker Dealer clients.
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