Investment Client Services Analyst The Investment Client Services Analyst (Series 7/63) is a licensed, client-facing role responsible for supporting clients and registered financial representatives with investment account questions, performance inquiries, and securities transactions. Success in this
Organizational Change Management Practitioner Genesis10 is currently seeking an Organizational Change Management Practitioner for a contract position with a Major Financial Services Company located in Franklin, WI. This is a 12+ month contract opportunity. This position
The Investment Client Services Analyst (Series 7/63) is a licensed, client-facing role responsible for supporting clients and registered financial representatives with investment account questions, performance inquiries, and securities transactions. Success in this role requires strong investment
What Youll Do Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment Becomes proficient at resolving