Service Excellence Opportunity This role involves providing top-notch support to clients, resolving their inquiries regarding portfolio management and financial markets. You will utilize your expertise to deliver high-quality service, assisting clients with placing solicited trades and technical assistance on inbound calls. A key aspect of this position is collaborating with cross-functional teams to drive business outcomes. To excel in this role, you must have a strong knowledge base of wealth management principles and practices. Additional requirements include an undergraduate degree, active FINRA Series 7 license, and at least 2 years of experience working directly with clients in the financial services industry. Bonus opportunities are available for eligible candidates.