Financial Services Client Experience Specialist
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-07-18
Listing for:
Advisor Group Inc.
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Bank Customer Service
Job Description & How to Apply Below
Advisor Group Inc. seeks a Client Service Specialist in Columbus, OH to deliver high-quality service and operational support to clients and advisors.
You will respond to client needs, assist with account transactions, and prepare materials for advisor consultations, ensuring accuracy and compliance. The role requires FINRA Series 6 and SIE licenses, with Series 63 preferred, and 1–3 years in financial services or client service.
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