Job Summary

• Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.
• Under minimal supervision, serves as the first line of contact for internal partners regarding plan-initiated fund and fee change requests and handles complex inquiries and problem resolution.
• We work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Matching Summary

Skills & Requirements

Key Requirements

• 4-year degree or equivalent experience
• FINRA fingerprinting required
• 3-4 years financial services experience

Work Rights