Newport Beach, California, United States
I am the person Company is looking for.
As one of our Client Services Representatives, youll take high?volume inbound phone calls from shareholders, financial professionals and internal colleagues. Youll help callers feel comfortable and supported while theyre making significant financial decisions. Youll relay complex, ever?changing information about mutual funds and financial service regulations. Youll build trust in these interactions by learning new concepts and researching information in real?time to provide solutions.
You dont need any previous experience or knowledge in investment management to thrive in this job. Well teach you everything you need to know, which makes this a perfect starting point to launch your career with Company.
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