About this role
Client Service Representative at McLaughlin Ryder Investments. Location: Alexandria, Virginia, United States. Role: Engaging clients, Processing applications, Maintaining CRM Requirements: Minimum three years in CSR role; Series 7 and 63 licenses preferred; proficient with Office 365. Category: Customer Service Seniority: Mid Level Tools: Office 365, Redtail CRM, Albridge, FI360, NaviPlan Certifications: series 7, series 63 Commitment: Full Time Workplace: Onsite Languages: English