Client Services Representative
Candidate Experience site · Hartford, CT, United States
About The Role
Client Services Representative Cetera Job Description Position: Sales Assistant Reporting To: Branch Manager CGFF Level: PS9 CGFF Code: Direct/Indirect Reports: N/a GRSPS9297NX Locationn Type: Position Summary: Hybrid This role supports Financial Professionals (Registered Representatives) with running their day to day Investment practice while enhancing the customer service level and experience. This role may cover up to 3 Financial Professionals. This role will not make sales, maintain a book of business, or offer financial recommendations for clients. This role may provide exposure to a career pathing program for future opportunities. Licensing is not required for this position but may be pursued in the future once experience requirements are met and the employee is in good standing.
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