Are you passionate about making a difference in people's lives while thriving in a team-centric environment. . . Who is SYM. . SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We are seeking a responsive, motivated, and detail-oriented team player to join our firm. In the role of Client Service Represent...
Job description. Position Description. Title: Client Service Representative (CSR). Reports to: Julie Shepherd – Client Service Manager. Benefits: Yes. Status: Non-exempt. Are you passionate about making a difference in people’s lives while thriving in a team-centric environment. Who is SYM. SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and vast experiences to be an advocate and help them achieve...
Job Summary. As a member of the Client Service Team, the Client Service Representative is responsible for preparing client reports and for maintaining contact with clients to provide or obtain updated information, schedule meetings with preferred staff, and troubleshoot problems. Duties and Responsibilities. Communicate with clients, verbally and in writing. Deliver superior client service—troubleshoot problems, schedule and organize meetings. se...
