Attention 2024 Graduates. At Styre Wealth, we provide private wealth management services for high-performing professionals, families, and institutions. Our team leverages deep experience and capability in investment management and financial planning to find long-term solutions. We are always interested in hiring the best and brightest. If you are a high-performer, want to learn from the best, and are looking for opportunities to advance, please c...
Qualifications. High School Diploma or GED and 2 years of experience in Financial Services or Operations Support OR N/A and N/A years of experience in Financial Services or Operations Support. Preferred Qualifications. Working knowledge of the client Go platform. Inbound call center experience. Responsibilities. Service - Answers inbound communications to service accounts, fulfill requests, or address issues. Determines target needs and provides ...
Job Title: Client Service Advisor Location: CA - San Diego, B Street What you'll do: Provide support to the Operations/Treasury Manager by servicing Settlement Services banking clients to ensure issues are resolved and customer is ultimately satisfied with the end result relating to operational activities, treasury management products and financial services. opening, maintaining and closing of all account types. performing clerical duties while m...
Now Hiring Client Service Advisors. S&A Group is looking for self-motivated, results-driven individuals with excellent work ethic. Our top priority is not only you but also the customers who we serve. We Offer. Hybrid Work from Home. Hands-On Training. Personal Training from Top Sales Reps. Same-Day Advance Opportunities. Positive Work Environment. Bonus Opportunity.
