My client was founded in 2017 to help financial advisors better secure their clients' financial futures. They focus on independent Registered Investment Advisers (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.
Today, they work with over 900 RIAs that collectively represent more than $1.6T in assets under management across two industry-leading products
We are looking for a strong client support representative with their Series 7 license to handle client accounts and cash movements. This role involves providing white-glove customer service, answering questions from end clients, and relaying feedback to product and engineering teams.
My client operates on a hybrid work model, with employees coming to the office on Tuesdays, Wednesdays, and Thursdays. They provide lunch on in-office days and encourage team meetings and collaboration.
The Hybrid role is based in Dallas to provide extended support hours for clients on the West Coast, we have a brand new office!
About Merdinian School C. & E. Merdinian Armenian Evangelical School is an independent, non-profit school serving preschool through 8th grade in Sherman Oaks, CA. Since its founding in 1982, Merdinian has been committed to nurturing Christian values, Armenian heritage...
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