Client Investment Services Specialist II

A financial services organization is seeking a Service Specialist II for its National Advice Center in Columbus, Ohio. The role involves providing exceptional client service to existing financial advisors' clients through phone-based interactions, assisting with orders, maintaining documentation, and ensuring adherence to regulations. Candidates must have a high school diploma, relevant experience, and obtain necessary certifications. This position offers a flexible work arrangement, combining in-office and remote work opportunities. #J-18808-Ljbffr