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Benefits reviews
1-10 of 24 Reviews
4.0
Feb 13, 2026
Anonymous Client Relationship Associate
Former
Malvern, Pennsylvania
good, they have tutors you can ask for futher help
5.0
Dec 23, 2025
Anonymous Investment Representative
Current
Philadelphia, Pennsylvania
All roles provide some form of onboarding training. Some roles may require certification which may have study materials and test sponsorship provided depending on certification or program enrollment.
5.0
Sep 30, 2025
Anonymous Client Service Associate
Former
Scottsdale, Arizona
The best training I’ve ever had in a company. It was thorough and detailed and gave plenty of time to know the position as well as the material.
5.0
Nov 19, 2024
Anonymous Client Service Associate
Former
Malvern, Pennsylvania
provides excellent on the job training
3.0
Apr 15, 2024
Anonymous Client Case Representative
Former
Malvern, Pennsylvania
Good amount of PTO days. "Flex" time is offered in some positions, where you can take off some time and in turn work more on a different day within a week's span
1.0
Jan 19, 2024
Anonymous Customer Service Representative
Former
Radnor, Pennsylvania
The trained you for job
4.0
Sep 14, 2023
Anonymous Customer Relationship Management
Former
Malvern, Pennsylvania
Training was provided to all employees
3.0
Aug 10, 2023
Anonymous High Net Worth Client Case Representative, Senior Associate
Former
Scottsdale, Arizona
New hire training has diminished. New hires used to have an internal hotline to call for help with general questions. That support was provided by more experienced employees. That support is gone for cost saving. New hires have to rely on help from other new hires or newer employees.