Client Relationship Advocate: Inbound Support & Growth

A leading investment management firm is seeking a Client Relationship Associate to assist clients with their financial inquiries over the phone. This role requires strong interpersonal and customer service skills, a learner's mindset, and the achievement of Series 7 and 63 licenses. Comprehensive training and development opportunities are provided. The total potential compensation ranges between $74,500 and $77,500, including a base salary and bonuses, within the first year. #J-18808-Ljbffr