12 Employee Reviews (View Most Recent)

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Awesome firm

  • Comp & Benefits
  • Work/Life Balance
  • Senior Management
  • Culture & Values
  • Career Opportunities
Current Employee - Anonymous Employee
Current Employee - Anonymous Employee

I have been working at CUSO Financial Services

Pros

For a medium sized firm, they are family oriented, employees are not just a number. CEO and COO are approachable and interested and care about their employees. The technology is robust and ever changing and improving based on our business needs. I am able to access data quickly to efficiently work my book of business and better serve clients.

Cons

There are none at this time.

Recommends
Positive Outlook
Approves of CEO

Other Reviews for CUSO Financial Services

  1.  

    Great Organization

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Anonymous Employee  in  San Diego, CA
    Current Employee - Anonymous Employee in San Diego, CA

    I have been working at CUSO Financial Services full-time for more than 5 years

    Pros

    This organization not only cares about the success of the financial representatives and financial institutions, but it really cares about the happiness of the staff. I've seen many programs join from other firms. Their production always accelerates, and many times significantly.

    Cons

    I don't have any cons.

    Advice to ManagementAdvice

    Keep doing what you are doing!

    Recommends
    Positive Outlook
    Approves of CEO
  2. 1 person found this helpful  

    Great Place to work!

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at CUSO Financial Services full-time

    Pros

    Fun Corporate Culture, Strategic Vision and Leadership from Senior Management. I always feel that they care.

    Cons

    Some employees feel entitled and complain about the silliest things. Wish they would focus on the bigger picture and enjoy being part of a fun, innovative organization which encourages people to participate, develop and grow.

    Advice to ManagementAdvice

    Continue communication efforts and continue efforts on teamwork to maintain the fun and caring culture.

    Recommends
    Positive Outlook
    Approves of CEO
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