Licensed Securities/Tax Preparer/CS Representative

Job Description

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. 

Job Requirements

The ideal candidate will thrive in a fast-paced environment and demonstrate exceptional attention to detail. This role requires a high level of professionalism, strong communication skills, and the ability to build and maintain relationships with our valued clients. Qualified candidates who would be good for this position are accountants or CPAs; however, they must be licensed in securities. Onl...