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Client Solutions Specialist
2 months ago
The Operational Services Account Solutions (OSAS) team serves as the essential operational backbone for Investor Services Account Maintenance.
Key ResponsibilitiesOur mission is to deliver exceptional service to retail clients and financial advisors, aiding them in achieving financial wellness.
What We OfferAs a part of our team, you will engage in:
- Providing comprehensive support to clients and advisors.
- Collaborating with various business partners to enhance service delivery.
- Utilizing technology to streamline account solutions.
Join us in our commitment to fostering financial fitness for all.
