Licensed Securities/Tax Preparer/CS Representative

Posted 7 days ago

area tempsAkron (OH)

SENIORITY

Junior

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About the role

Customer Service Representative We are currently seeking a dedicated customer service representative to join our esteemed financial organization. As a key member of our team, you will be responsible for managing and reviewing the portfolios of our high-end clients, as well as coordinating and scheduling meetings with them. In addition to these responsibilities, we are looking for an individual who is licensed in securities. The working hours for this position are Monday through Friday, from 9 a.m. to 5 p.m.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

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