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Remote Client Services Specialist Financial Professionals

Remote / Online - Candidates ideally in
Waukesha, Waukesha County, Wisconsin, 53186, USA
Listing for: Advisor Group Inc.
Full Time, Remote/Work from Home position
Listed on 2026-06-26
Job specializations:
  • Customer Service/HelpDesk
    Customer Success Mgr./ CSM
Salary/Wage Range or Industry Benchmark: 45000 - 50000 USD Yearly USD 45000.00 50000.00 YEAR
Job Description & How to Apply Below
Position: Remote Client Services Specialist for Financial Professionals

Advisor Group Inc. is seeking a Client Services Representative to engage with financial professionals, contributing to operational and transactional activities. In this role, you will manage customer interactions, ensuring high service quality and satisfaction in every transaction.

The ideal candidate will possess strong communication skills and a client-service orientation, with a preference for candidates holding a Bachelor's degree. This position offers a full-time, remote working option along with a competitive salary and benefits package.

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