Asset Movement & Client Experience Analyst
Job in
Franklin, Milwaukee County, Wisconsin, 53132, USA
Listed on 2026-08-17
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-17
Job specializations:
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Jobtailor seeks an Asset Movement Specialist to support field partners and clients with retirement and investment account movements. You will handle calls, explain complex procedures, and provide servicing options in a call center setting.
Responsibilities include resolving inquiries, investigating complex issues, and advocating for Financial Representatives while maintaining confidentiality and accuracy in transactions.
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