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Overview: As a Customer Service Representative ( CSR ), you will use your love for business, people, and the community coupled with your passion for customer service to build relationships. You will serve as a vital contributor to our Store Operations team and demonstrate your motivation by seizing learning and training opportunities to help launch your career. We'll be an advocate in your growth by providing you resources to help develop your skillset, turning your passion into a rewarding career. Responsibilities: Provide an exceptional customer experience throughout the full cycle of the... more ->
Overview: As a Customer Service Representative, you will play an essential part in ensuring that our loyal and new customers receive the best service possible while accessing the financial products they need. You will serve as an extension of the brand by exuding our shared values and participating in Company programs that support customer advocacy, store growth, and personal development. Your upbeat and customer-focused personality will help set the stage for a positive, respectful environment that will give you the power to build a rewarding career with performance-based advancement.... more ->
Client Service Coordinator Job Summary: The Client Service Coordinator collaborates closely with a financial advisor to ensure top-notch client experiences. Responsibilities include managing client communications, coordinating appointments, handling administrative tasks, and executing trades. This licensed role involves direct client interaction and reporting to the Operations Manager. Position Details: Compensation: $21.55 - $32.66 per hour. (Based on Experience) Schedule: Monday - Thursday, 8:00 AM to 5:00 PM, Friday 8:00 am to 3:00 pm In Office Responsibilities: Meet daily with the advisor... more ->
Client Service Manager Job Summary: As a Client Service Manager, you will collaborate directly with a primary financial advisor to enhance the overall client experience. Your responsibilities will include managing client communications, coordinating appointments, processing administrative tasks, and executing trade orders. This licensed position requires interaction with clients, accepting trade orders, and executing them under the advisor's guidance. You will report to the Operations Manager and take direction from individual advisors. Position Details: Compensation: $25.30 - $37.89 per... more ->
Account Representative Position Summary: Reporting directly to the Logistics Manager, the Account Representative plays a crucial role in managing customer shipments via truck, demonstrating sound judgment in coordinating all facets of transportation logistics. This position requires self-accountability and a dedication to achieving results. Position Details: Compensation: $20 - $25 per hour. (Based on Experience) Schedule: Monday - Thursday, 7:00 AM to 3:30 PM, Friday 7:00 am to 3:00 pm Location: In-office position Responsibilities : Collaborating with Specialized dispatch to communicate... more ->