Job Summary

• This role serves as the first line of support for branch teams by resolving client account inquiries and disbursement errors.
• The position requires daily reporting and review of account activity to ensure strict compliance with firm policies and industry regulations.
• Employees benefit from a collaborative team environment with opportunities to expand skills and make a real impact on client satisfaction.

Matching Summary

Salary

Base salary components included; additional compensation may include cash or equity; benefits package includes medical, dental, vision, life insurance, retirement savings, and paid time off.

Skills & Requirements

Key Requirements

• High School Diploma or equivalent required
• 2+ years of experience in customer service, office administration, or financial services preferred
• Must be eligible to work in the US without visa sponsorship

Work Rights