Licensed Securities/Tax Preparer/CS Representative

Customer Service Representative

We are currently seeking a dedicated customer service representative to join our esteemed financial organization. As a key member of our team, you will be responsible for managing and reviewing the portfolios of our high-end clients, as well as coordinating and scheduling meetings with them. In addition to these responsibilities, we are looking for an individual who is licensed in securities.

The working hours for this position are Monday through Friday, from 9 a.m. to 5 p.m.