Client Service Representative

Role Overview: 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.Key ResponsibilitiesAssist 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 & SkillsExcellent communication and interpersonal skills.Strong problem-solving abilities and attention to detail.Ability to handle a high volume of calls efficiently and professionally.