As a Customer Service Specialist, you'll assist customers with complex needs, deliver exceptional service, and collaborate with teammates to enhance the overall experience.

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 screen clients regarding fraud and identity theft, provide assistance, manage expectations, communicate with stakeholders, ensure timely record-keeping, and maintain knowledge of regulations.