5+ YOEBachelor's degree or equivalent, 5+ years applicable experience, ability to obtain Series 65 within 120 days; strong institutional asset management relationship management, client onboarding, escalation resolution, and communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint, Salesforce, SEI, Fidelity Wealthscape, Workday, PeopleSoft, Archer, Skillport, Hyperion
T-MobileNASDAQ: TMUS: Provides wireless network services and mobile communication devices.
1+ YOEHigh school diploma/GED required; 1 year customer service or retail sales experience preferred; required skills include coaching, leadership, communication, customer engagement, escalation resolution, and performance monitoring.