4.0Feb 17, 2025CSAClient service associateCurrent employeeWindsor, CTRecommendCEO approvalBusiness OutlookProsCulture and team engagement is enjoyableConsHard to receive upward mobilityShow more
4.0Jun 23, 2021Client Service AssociateClient service associateCurrent employeeLos Angeles, CARecommendCEO approvalBusiness OutlookProsIf you work with an advisor you really get along with, they’ll have your back to the end.ConsNot much training provided. Had to learn everything on my ownShow more
3.0Jan 12, 2021Client Services AssociateClient services associateFormer employeeWall, NJRecommendCEO approvalBusiness OutlookProsGreat growth opportunities with paid educational supportConsHigh turnover environment that is very compensation basedShow more