InvestorsGP
The Service Specialist provides administrative and operational support to IG Wealth Connect Advisors and clients, handling inquiries, processing transactions, and resolving issues to ensure a high-quality client experience. This role requires strong customer service skills, product knowledge, and the ability to manage escalations in a fast-paced environment. The position involves collaborating with various business units to maintain efficient processes and support client financial planning needs.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for InvestorsGP.
34% below the average for this role
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