through every interaction. As a Client Support Associate, you’ll be the first point of contact for clients of independent... with our advisor’s clients through thoughtful conversations and timely follow-through, all while working in a fast-paced inbound phone...
area; degree is preferred. · 1+ year of work experience, preferably in financial services, operations, or client support... for Advisor Services and Investor Services Account Maintenance. OSAS provides service to our retail clients and financial advisors...