Customer Service Representative
Company: Atria Wealth Solutions
Posted on: January 16, 2022
Are you ready to join one of the fastest growing broker-dealer
networks in financial services? (Cerulli Associates, 2020) At
Atria, we support independent financial professionals and financial
institution investment programs so they, in turn, can provide
exceptional service to their clients and develop meaningful
relationships with them.
We are looking for a Customer Service Representative to join our
organization. In this role, you will answer questions, resolve
problems, and interpret polices, standards and procedures for
financial professionals affiliated with our firm.
In this position, you can work from any one of the following office
- NEXT Financial, Houston, TX
- CUSO Financial, San Diego, CA
Our offices throughout the country are the most effective
environment for us to support and partner with financial
professionals. At the same time, the health and safety of our team
is our highest priority. Our COVID-19 Task Force actively monitors
and tracks the ongoing status in each of our office locations,
ensuring consistency with CDC guidelines and providing a safe and
healthy work environment for our team members.
Duties & Responsibilities
- Answer questions, solve problems and interpret policies,
standards and procedures to field force by licensing, collecting
information, securing answers and reporting results to the
inquiring party timely and professionally.
- Answer questions that cover a wide scope, including, questions
about mutual funds, stocks, bonds, UITs, policy and procedures,
complex questions concerning account history, and other general
- Initiate outreach campaigns to financial professionals and
gather feedback to improve service and internal processes,
procedures, and programs.
- Occasionally process items including check requests, ACH
requests, adding new accounts, fed fund wires, IRA distributions,
updating accounts, entering service center requests, resetting
passwords and other functions as required.
- Thoroughly investigate reports of deficient procedures/policies
as assigned by the Vice President, Advisory Support Documents.
- Work with the Vice President, Advisory Support, to implement
positive service orientated changes.
Qualifications & Skills
- High School Diploma
- 2+ years of office experience
- Attention to Detail
- Strong interpersonal skills
- Follow-up skills and ability to organize work
- Ability to prioritize multiple projects to meet deadlines
- Preferred: Independent Broker Dealer model and financial
services industry experience
- Preferred: FINRA Series 6 or 7 license
Why work at Atria?
In addition to a competitive salary, we provide a full benefits
package that includes:
- Medical insurance
- Dental insurance
- Prescription drug benefits
- Vision insurance
- Retirement savings 401(k) plan with matching
- Paid time off
- Paid holidays
- Critical illness insurance
- Veterinary pet insurance
- Employee assistance program
- Life insurance
- Short & long-term disability insurance
- Legal plan
Atria Wealth Solutions, Inc. (Atria) is a wealth management
solutions holding company focused on delivering a clear path to the
future of financial advice for financial professionals, financial
institutions and their clients. Headquartered in New York City,
Atria's broker-dealer subsidiaries empower financial institutions
and independent financial professionals with a sophisticated set of
tools, services, and capabilities that deepen client relationships
and maximize efficiencies in their practices.
Atria's broker-dealer subsidiaries include CUSO Financial Services,
L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc.,
NEXT Financial Group, Inc., Western International Securities, Inc.,
and SCF Securities, Inc. Atria's subsidiaries together support
nearly 2,500 financial professionals and over 200 financial
institutions with over $100 billion of assets under administration.
For more information, please visit www.atriawealth.com.
Atria Wealth Solutions and its affiliated entities are equal
opportunity employers that are committed to diversity and inclusion
in the workplace. We prohibit discrimination and harassment of any
kind based on race, color, sex, religion, sexual orientation,
national origin, disability, genetic information, pregnancy, or any
other protected characteristic as outlined by federal, state, or
This policy applies to all employment practices within our
organization, including hiring, recruiting, promotion, termination,
layoff, recall, leave of absence, compensation, benefits, training,
and apprenticeship. Atria Wealth Solutions and its affiliated
entities make hiring decisions based solely on qualifications,
merit, and business needs at the time
It's time for the next step in your career. Apply now.
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Keywords: Atria Wealth Solutions, Houston , Customer Service Representative, Sales , Houston, Texas
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