Are you ready to join one of the fastest growing broker-dealer networks in financial services? At Atria, we support independent financial professionals and financial institution investment programs so they, in turn, can provide exceptional service to their clients and develop meaningful relationships with them.

We are looking for a  Customer Service Representative  to join our organization. In this role, you will answer questions, resolve problems, and interpret polices, standards and procedures for financial professionals affiliated with our firm.

In this position, you can work from any one of the following office location:

Houston, TX

San Diego, CA

Syracuse, NY

Duties & Responsibilities

Answer questions, solve problems and interpret policies, standards, and procedures to field force by licensing, collecting information, securing answers and reporting results to the inquiring party timely and professionally.

Answer questions that cover a wide scope, including, questions about mutual funds, stocks, bonds, UITs, policy and procedures, complex questions concerning account history, and other general financial questions.

Initiate outreach campaigns to financial professionals and gather feedback to improve service and internal processes, procedures, and programs.

Occasionally process items including check requests, ACH requests, adding new accounts, fed fund wires, IRA distributions, updating accounts, entering service center requests, resetting passwords and other functions as required.

Thoroughly investigate reports of deficient procedures/policies as assigned by the Vice President, Advisory Support Documents.

Work with the Vice President, Advisory Support, to implement positive service orientated changes.

Qualifications & Skills

High School Diploma

2+ years of office experience

Attention to Detail

Strong interpersonal skills

Follow-up skills and ability to organize work

Ability to prioritize multiple projects to meet deadlines

Preferred: Independent Broker Dealer model and financial services industry experience

Preferred: FINRA Series 6 or 7 license

Why work at Atria?

In addition to a competitive salary, we provide a full benefits package that includes:

Medical insurance

Dental insurance

Prescription drug benefits

Vision insurance

Retirement savings 401 plan with matching

Paid time off

Paid holidays

Critical illness insurance

Veterinary pet insurance

Employee assistance program

Life insurance

Short & long-term disability insurance

Legal plan

Atria Wealth Solutions, Inc. is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atrias broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

Atrias broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atrias subsidiaries together support nearly 2,500 financial professionals and over 200 financial institutions with over $100 billion of assets under administration. For more information, please visit

Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atria Wealth Solutions and its affiliated entities make hiring decisions based solely on qualifications, merit, and business needs at the time.

Its time for the next step in your career. Apply now.

Job Details:

Posted Date : 2022-05-07

Job type : Full Time

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