Client Services Representative - New Accounts

We are seeking a Client Services Representative to support the New Accounts team in a client service role, ensuring an exceptional client experience. The role involves responding to client inquiries, reviewing documentation, and collaborating with cross-functional teams to improve the client experience and account opening process.

Requirements

• Bachelor's Degree or Current Student Working Toward Bachelor's Degree (if part-time)
• Excellent communication skills
• Proficient user of MS Office applications
• FINRA licensing preferred

Benefits

• Competitive salary, annual performance-based bonus and stock grant
• Retirement plan 401(k) with a competitive company match
• Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium
• Paid time off and a generous parental leave policy
• Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snack
• Corporate events, including team outings, dinners, volunteer activities and company sports teams
• Education reimbursement and learning opportunities