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$22–$22On-site · Contract · Entry
$20–$27Senior
+10K new in the last hour
Support advisors in client onboarding, account processing, portfolio support, and client service within a fiduciary financial firm.
Serve as the first point of contact for clients through phone, email, and in-person interactions while delivering exceptional customer service.
Pay Rate: $22.00/hour The pay range for this position is $22.00 - $22.00/hr.
The base annual salary range for this role is $ $19.70 - $ 26.90, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
Provide financial education and wealth management services to employees and plan participants, managing client relationships and supporting retirement planning.