Client Services Representative

CALL LEWIS

• Operations Processing Specialists - we need ~50 (focusing on Oakdale, Scottsdale, La Vista, Atlanta, and St Pete) – Pay Rate -- $43K-48K
• Advisor Support Representatives (Call Center) (BH ID: - we need ~18 (focusing on Oakdale, Scottsdale, and La Vista) – Pay Rate -- $45k-55K

Manager Notes:

• Must have wealth management experience or Broker dealer experience (Must be on the resume)
• Open to recent grads (Bachelor’s degree in Finance and Business)
• Processors will be Process brokerage account documents with a high degree of accuracy and within established service level timelines. Review incoming documentation for completeness, ensuring all required fields, signatures, and supporting materials are present
• Call Center support will answer inbound calls from financial professionals in a courteous, professional, and timely manner. Respond to ...

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