Client Services Representative - Vienna, VA, United States
22 hours ago

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,
Job description
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