Join our client service team as a Client Service Excellence Center associate, helping clients through inbound calls to address their account needs and provide exceptional support.
Our mission is to prioritize clients, treat them fairly, and promote investment success. This fully remote role requires performing duties from within Florida, with a starting salary of $52,000-$58,000 plus bonuses and milestone rewards.
Responsibilities include assisting clients with financial inquiries, solving problems with empathy, and collaborating internally to improve experiences.
Ideal candidates have 3+ years of customer-facing experience, ownership mindset, and a desire to grow their knowledge. A high school diploma or higher, plus licensing (Series 7 and 63), is required.
We support long-term careers with benefits, performance bonuses, and milestone rewards. The role offers flexibility, a collaborative culture, and a purpose-driven environment.