Call Center Associate – Hybrid

Job Description Job Description Role Description & Pay Rate ● Taking inbound calls from clients to assist clients to assist them with their investment needs ● Familiarity with different investment account types (IRA, Individual, trust accounts) and being able to understand basic rules and regulations governing the different account types ● Providing guidance to individuals as they work through the hoops of the challenge(s) that they are facing ● Completing administrative tasks that correlate to…