3.010 May 2019Customer service representativeFormer employee, more than 5 yearsPortsmouth, NHRecommendCEO approvalBusiness outlookProsThe FA's I worked with cared about their clients and their finances.ConsNot enough time available to staff for training .Show more
5.018 Apr 2026Client service representativeCurrent employee, less than 1 yearRecommendCEO approvalBusiness outlookProswork life balance, nice office, hybrid, fleixibleConsnone, i enjoy the work i doShow moreHelpfulShare
4.02 Jul 2026AnalystFormer employeeNew York, NYRecommendCEO approvalBusiness outlookPros- good people - okay pay - good learning experienceCons- tech needs improving - work life balanceShow moreHelpfulShare