
Job Description:
Job Description:
The Ideal Candidate is:
Benefits:
Required Skills:
Enterprise Role Review:
This position entails extensive telephone interactions assisting account holders and beneficiaries with required documentation for distributing and transferring assets. Responsible for ensuring timely review and distribution of assets while adhering to procedures and guidelines. Responsible for providing quality service to maintain high Service Levels, Client Experience, Retention and Productivity. End to end ownership of account holders and beneficiaries. Responsibilities include placing trades, client deepening and retention, along with identifying solutions for financial needs and goals. Licensing requirements are as follows: Series 7 & 66 or their equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40Learn more about this role
Our horseshoe-shaped campus is located in this quaint, historic tree-lined borough that’s a short drive to scenic parks, charming vineyards and Princeton University.