Jobs › US jobs › Senior Client Services Representative
Latham, NY, United States
Description This person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This role may cover up to 3 Financial Professionals. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and…
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Collected from the employer's own careers site (Oracle). Posted 07 Feb 2026. TUNAI shows an excerpt and the facts it read from the advert; the employer's page has the full description and the application.
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