San Diego, California
•
6d ago
Job Overview: ClientWorks is our comprehensive advisor workstation designed - and continually refined - to help financial advisors run their business more efficiently. This system offers a single location to access all client account types, access data, and process business. It includes tools for account opening, client management, trading, moving money, and more. Our job on the ClientWorks Platform team is to ensure our users have a workstation that is intuitive and easy to use so that they hav
Full-time
USD 116,600.00 - 194,400.00 per year