Asset Management Support Representatives

You will join our client-facing support team inside a professional office environment that operates much like a retail bank. After a two-week, fully paid training program, you’ll be ready to:

• Assist clients with their investment portfolios—answering questions, updating account information, and explaining basic allocation choices in clear, jargon-free language.
• Guide clients who request debt-elimination strategies, showing them how to structure payments and use budgeting tools we provide.
• Help clients map out retirement goals, calculate timelines, and understand contribution options.
• Handle routine account management tasks such as profile updates, statement requests, and scheduled follow-ups.

Training covers our proprietary asset-management platform, call-handling best practices, and compliance procedures, so prior finance experience is helpful but absolutely not required.

Minimum qualifications: you are 18 +, hold a valid work permit or SSN, and can pass a standard background check. Solid communication skills and a genuine interest in personal finance will set you up for success.

If you can commit to full-time hours on site and are eager to grow your knowledge while helping clients make smarter money decisions, I’m excited to read your proposal.