Senior Client Services Representative - Phoenix
1 month ago
Job summary
This person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience.
Responsibilities
- Act as a liaison between the registered representatives and their clients while following FINRA guidelines as a registered sales assistant.
- Answer phones, schedule appointments, and prepare materials for client meetings.
- Aid registered representatives in preparing client illustrations, graphs, charts, reports etc. for registered representative presentations and appointment with clients.
Job description
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