About this role
Client Services Representative at BOS. Location: Glen Carbon, Illinois, United States. Role: providing service, processing requests, maintaining records Requirements: Entry-level wealth management support role. Associates degree preferred or equivalent experience, strong communication and organization, Microsoft Office proficiency, ability to complete required LPL/insurance registrations. Category: Customer Service Seniority: Entry Level Tools: LPL ClientWorks, Redtail CRM, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint Commitment: Full Time Workplace: Onsite Languages: English