As a Customer Service Brokerage Support, assist clients with account management, address inquiries, and ensure compliance while collaborating with financial advisors to provide excellent service.

The Customer Service Incident Coordinator will assist clients in breach/fraud incidents, providing customer support, managing expectations, and ensuring effective communication during remediation processes.

The Customer Service Incident Coordinator (Greek Speaking) provides support to clients affected by breaches or fraud, managing incident resolution, communicating with clients, and ensuring service efficiency.