Registered Client Services Representative - Urgent Hiring!
JOB DESCRIPTION
We have a new and exciting opportunity for a Remote Licensed High Net Worth Service Associate in the Greater Seattle area! The position is remote and requires that you reside in the Greater Seattle, WA area. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely.
You work hard every day to help our customers through some of the most complex and difficult decisions of their lives. Our interactions help customers feel more confident to make better decisions and achieve their own financial dreams.
THE EXPERTISE WE'RE LOOKING FOR
THE PURPOSE OF YOUR ROLE
As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore have complex service and investment needs. In this role, you will help us to increase customer loyalty and drive business development opportunities.
While every location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
THE SKILLS YOU BRING
We believe that a holistic approach to life is important. We are designed to help you and your loved ones strike the perfect balance. Sound too good to be true?
THE VALUE YOU DELIVER