Client Services Representative - Vienna, VA, United States

Only for registered members Vienna, VA, United States

22 hours ago

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Job summary

This person supports Financial Advisors with running their day-to-day Investment practice while enhancing the customer service level and experience.

This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, 66 or″63/65 combo).

  • Act as a liaison between registered representatives and their clients.
  • Answer phones, schedule appointments,

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