Branch Office Administrator - Houston
1 month ago

Job Summary
We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.Responsibilities
- Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
- Aptitude to learn and understand the financial services industry.
- Strong ability to work independently at the direction of the financial advisor.
Job description
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