Client Services Representative - Vienna
1 day ago

Job summary
This person supports Financial Advisors (Registered Representatives) 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).
+Responsibilities
- Act as a liaison between the registered representatives and their clients.
- Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met.
Job description
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