Join our client-focused team as a Client Service Excellence Center associate, helping clients through inbound calls to address account needs and resolve issues.
We prioritize a client-first approach, supporting clients through major life moments and fostering trust with personalized service.
This remote role, based within 50 miles of Scottsdale, AZ, involves completing hybrid licensing and training, including obtaining a Series 7 and 63 license.
Responsibilities include assisting clients with financial inquiries, demonstrating empathy, and collaborating internally to improve experiences.
Ideal candidates have 3+ years of customer-facing experience, strong relationship skills, ownership mindset, and a passion for growth. Educational requirements are high school diploma or higher.
Compensation ranges from $60,500 to $81,500 annually, with bonuses and milestone rewards. The role emphasizes stability, long-term career growth, and a hybrid work model.