Client Relations Specialist
Taurus Search, Dallas, TX, United States
Overview
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. Today, they work with over 900 RIAs that collectively represent more than $1.6T in assets under management across two industry-leading products. Responsibilities
We are looking for a strong client support representative with a 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. Qualifications
Series 7 license Details
Hybrid work model with in-office days on Tuesdays, Wednesdays, and Thursdays. Office provides lunch on in-office days and encourages team meetings and collaboration. Hybrid role is based in Dallas to provide extended support hours for clients on the West Coast; brand-new office.
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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. Today, they work with over 900 RIAs that collectively represent more than $1.6T in assets under management across two industry-leading products. Responsibilities
We are looking for a strong client support representative with a 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. Qualifications
Series 7 license Details
Hybrid work model with in-office days on Tuesdays, Wednesdays, and Thursdays. Office provides lunch on in-office days and encourages team meetings and collaboration. Hybrid role is based in Dallas to provide extended support hours for clients on the West Coast; brand-new office.
#J-18808-Ljbffr