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Customer Service Representative 

Division CUSO Financial Services, L.P.  
Position Customer Service Representative 2021.08  
Location San Diego, CA  
Full-Time/Part-Time Full-Time  

Are you ready to join one of the fastest growing broker-dealer networks in financial services? (Cerulli Associates, 2020) At Atria, we support independent financial professionals and financial institution investment programs so they, in turn, can provide exceptional service to their clients and develop meaningful relationships with them.

We are looking for a Customer Service Representative to join our organization. In this role, you will answer questions, resolve problems, and interpret polices, standards and procedures for financial professionals affiliated with our firm.

In this position, you can work from any one of the following home office location(s):

  • NEXT Financial – Houston, TX
  • Cadaret Grant – Syracuse, NY
  • CUSO Financial – San Diego, CA

Our offices throughout the country are the most effective environment for us to support and partner with financial professionals. At the same time, the health and safety of our team is our highest priority. Our COVID-19 Task Force actively monitors and tracks the ongoing status in each of our office locations, ensuring consistency with CDC guidelines and providing a safe and healthy work environment for our team members.

Duties & Responsibilities

  • Answer questions, solve problems and interpret policies, standards and procedures to field force by licensing, collecting information, securing answers and reporting results to the inquiring party timely and professionally.
  • Answer questions that cover a wide scope, including, questions about mutual funds, stocks, bonds, UITs, policy and procedures, complex questions concerning account history, and other general financial questions.
  • Initiate outreach campaigns to financial professionals and gather feedback to improve service and internal processes, procedures, and programs.
  • Occasionally process items including check requests, ACH requests, adding new accounts, fed fund wires, IRA distributions, updating accounts, entering service center requests, resetting passwords and other functions as required.
  • Thoroughly investigate reports of deficient procedures/policies as assigned by the Vice President, Advisory Support Documents.
  • Work with the Vice President, Advisory Support, to implement positive service orientated changes.
Position Requirements

Qualifications & Skills

  • High School Diploma
  • 2+ years of office experience
  • Attention to Detail
  • Strong interpersonal skills
  • Follow-up skills and ability to organize work
  • Ability to prioritize multiple projects to meet deadlines
  • Preferred: Independent Broker Dealer model and financial services industry experience
  • Preferred: FINRA Series 6 or 7 license

Why work at Atria?

In addition to a competitive salary, we provide a full benefits package that includes:

  • Medical insurance
  • Dental insurance
  • Prescription drug benefits
  • Vision insurance
  • Retirement savings 401(k) plan with matching
  • Paid time off
  • Paid holidays
  • Critical illness insurance
  • Veterinary pet insurance
  • Employee assistance program
  • Life insurance
  • Short & long-term disability insurance
  • Legal plan


Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and over 200 financial institutions with nearly $100 billion of assets under administration. For more information, please visit

Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atria Wealth Solutions and its affiliated entities make hiring decisions based solely on qualifications, merit, and business needs at the time.

It’s time for the next step in your career. Apply now.


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