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Client Service Representative
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Full-time
- The Client Service Representative (CSR) is responsible for providing support and service to financial advisors and clients.
- Our ideal candidate has proven in-depth knowledge of the investment financial industry that includes concierge level service, operational critical thinking skills, and a strong background in processing of insurance, annuity and brokerage business.
- Assist in monitoring of accounts and activities in PAS, custodial and portfolio management firm system.
- Written and verbal interactions with IARs and their staff, custodian service team, portfolio management firm service team and service team at PAS.
- Familiar with Redtail, Black Diamond, DocuSign and Fidelity.
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Updated 25 days agoSimilar Job
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