**Duties may ** Engage internal clients via both inbound and outbound phone calls Act as initial and ongoing support during account opening and lifecycle of account Providing world-class service to internal clients Build relationships with internal clients while providing solutions that adhere to internal policies and procedures Address issues promptly and effectively Ability to maintain success in an evolving environmentThe successful candidate will have 1-2 year's experience in the financial services or customer service. Prefer a 4 year college degree and an interest in career development.