What are the responsibilities and job description for the Operations Associate/Customer Relationship Specialist position at Tetriq solutions?
Job Description:
his position requires a strong desire to truly want to help people with some of the most stressful and emotional financial decisions they'll face. This role is responsible for operational & compliance systems, administrative tasks, and the potential to assist with financial planning.
We’re looking for someone who is interested in making a career. Excellent interpersonal skills, phone demeanor, extraordinary client service attitude, and genuine interest in the success of our clients is required. Must also be detail-oriented, technologically fluent, and able to manage a multitude of tasks on a consistent basis. The position requires expertise with systems, processes, and work flows.
Knowledge of (or ability to learn) securities/investment rules and regulations is necessary.
Compensation will be competitive, with experience and required industry licensing (I.e. Series 7, CFP®) compensated for accordingly.
Thanks & Regards,
Kelly Chavez
Senior Recruiter
TETRIQ SOLUTIONS LLC (USA)
2340 East Trinity Mills Road, Suite 300, Carrollton, TX, USA
Office Phone: 1 469-892-0961 Ext: 108
Email: kelly@tetriqsolutions.com
Website: http://www.tetriqsolutions.com
LinkedIn: https://www.linkedin.com/feed/
Job Type: Full-time
Pay: $50,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Vision insurance
Shift:
- Day shift
Work Location: In person
Salary : $50,000 - $80,000
