Job Overview
Employment Type
Full-time
Compensation
Type:
Salary
Rate:
Range $55,000.00 - $62,000.00
Benefits
structured schedule
full-time employment
training provided
bonus structure
Equal employment opportunity
Job Description
MOHR Talent is a distinguished talent acquisition and placement firm committed to connecting exceptional professionals with outstanding career opportunities. Renowned for its client-focused approach and deep industry expertise, MOHR Talent specializes in a wide variety of fields including financial services, technology, healthcare, and more. The firm prides itself on its thorough understanding of both candidate aspirations and employer needs, ensuring every placement is a perfect fit. Known for fostering inclusive and diverse workplace environments, MOHR Talent values integrity, transparency, and collaboration in all its partnerships. With a comprehensive network of client companies and a proven track record of successful placements,... Show More
Job Requirements
- 2+ years of experience in financial services, banking, or client operations
- strong communication skills
- active listening
- passion for helping others
- comfort with systems and technology
- high school diploma or GED required
- Series 7 preferred or willingness to obtain
- retirement planning knowledge is a plus
Job Qualifications
- 2+ years of experience in financial services, banking, or client operations
- strong communication, active listening, and a passion for helping others
- comfort with systems and technology
- high school diploma or GED required
- bachelor’s degree preferred
- Series 7 preferred or willingness to obtain
- retirement planning knowledge is a plus
Job Duties
- be the primary point of contact for a group of financial advisor firms
- provide outstanding service by answering 35-40 calls and 10 emails daily related to account maintenance, cost basis, transfers, and retirement plans
- build strong relationships and deliver efficient resolutions through training and proactive support
- navigate advisor platforms and systems (training provided)
- work collaboratively with internal departments and custodians
- track all client interactions through Salesforce
Job Location
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