Brokerage Service Specialist – Institutional

Respond to direct customer inquiries on the phone or through e-mail Provide technical support/problem resolution to Registered Investment Advisors in a timely, professional, and courteous manner Research and resolve routine customer service questions and problems with minimal assistance and report issues appropriately; follows issues to conclusion. Effectively use available tools and resources and demonstrate the […]

Financial Service Professional

As a Financial Services Professional, you will be an ambassador of PSS helping to educate and solve problems for thousands of clients. Your career will start in an inbound contact center taking numerous calls from our retail clients (individual investors) on a variety of topics. Our goal is that you are able to achieve client […]

Brokerage Service Specialist – Institutional

As a Brokerage Service Specialist, you will be the primary point of contact for the clients of independent advisors who custody assets with PSS and provide “best in class” service. It’s this level of service that differentiates us from our competitors and serves as a sustainable competitive advantage.   This is a phone-based position. Proactively […]


A weekly email from PSS about trends shaping markets, industries and the global economy.