Client Relations Specialist
Taurus Search, Dallas, TX, United States
My client was founded in 2017 to help financial advisors better secure their clients' financial futures. They focus on independent Registered Investment Advisers (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.
Check out the role overview below If you are confident you have got the right skills and experience, apply today.
Today, they work with over 900 RIAs that collectively represent more than $1.6T in assets under management across two industry-leading products We are looking for a strong client support representative with their Series 7 license to handle client accounts and cash movements. This role involves providing white-glove customer service, answering questions from end clients, and relaying feedback to product and engineering teams. My client operates on a hybrid work model, with employees coming to the office on Tuesdays, Wednesdays, and Thursdays. They provide lunch on in-office days and encourage team meetings and collaboration. xywuqvp The Hybrid role is based in Dallas to provide extended support hours for clients on the West Coast, we have a brand new office!
Check out the role overview below If you are confident you have got the right skills and experience, apply today.
Today, they work with over 900 RIAs that collectively represent more than $1.6T in assets under management across two industry-leading products We are looking for a strong client support representative with their Series 7 license to handle client accounts and cash movements. This role involves providing white-glove customer service, answering questions from end clients, and relaying feedback to product and engineering teams. My client operates on a hybrid work model, with employees coming to the office on Tuesdays, Wednesdays, and Thursdays. They provide lunch on in-office days and encourage team meetings and collaboration. xywuqvp The Hybrid role is based in Dallas to provide extended support hours for clients on the West Coast, we have a brand new office!