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Client Advocacy

Join our client service team for a fast-paced career that grows with you.

Rise to the Challenge

From fielding simple client calls to supporting financial advisors with complex questions, every day and every call is different. That’s what makes it rewarding. 

NM Callcenter Dora A 3890 Lowres

Opportunity is calling

Starting with an immersive training program, paired with supportive managers and peers, you’ll feel confident and prepared every time you pick up the phone. And when you’re ready for a new challenge, we’ll help you find the next stop on your career path.  

NM Callcenter Dawn A 4877 Lowres

Reliable, consistent schedule

Because our call centers are open Monday – Friday from 7 a.m. - 6 p.m. CST, you’ll never work nights, weekends or irregular hours. And whether you’re working remotely or in one of our offices, you’ll spend the majority of your day answering calls and talking with real people.   

NM Callcenter Rachael B 9127 Lowres

I love talking to people. I love interacting with people. And I fed on that while I continued to grow my career and develop my skills.

Rachael

OUR OPPORTUNITIES, YOUR FUTURE

View open roles Join our Talent Community

Licensed Customer Service Rep - Remote Nationwide (Series 6/63 or 7/63)

  • Milwaukee, WI Corporate / Remote-North Carolina / Remote-Virginia / Remote-New Jersey / Remote-Utah / Remote-Texas / Remote-Georgia / Remote-Florida / Remote-South Carolina
  • Customer Service

Specialized Client Care Srvcs Rep

  • Franklin, WI Corporate
  • Customer Service