Client Services

Client Services is about building relationships and strong financial futures. You’ll be there for our investors through daily calls. From young professionals looking to open their first accounts to assisting experienced investors as they continue to save for retirement, you’ll be part of a collaborative team making every minute count. With so many opportunities to develop personally and professionally, it’s your chance to change your life and the lives of millions of clients around the world.

Be Part of Something Bigger

Change the way people invest with a team that stands for you. Client Services plays an important role in our Retail Investor Group (RIG), serving millions of clients all over the world. As part of our Client Services team, you’ll join a crew guiding three main external client segments toward financial success—whether you’re answering general questions or providing clients with tailored solutions in writing. This is your chance to provide investors—both big and small—with world-class service.

Continuous Learning

You’ll be driven to learn and continuously grow and be compensated for study hours to fuel your progress. Our approach layers on knowledge and skills over time, so you can earn certifications while feeling challenged and building your confidence. Since the information is taught in small, buildable chunks you’ll become comfortable applying new knowledge and skills as you go. You’ll learn everything you need to succeed in your current role, as well as any roles you might take on in the future such as advice, leadership, or sales.