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Financial Services Representative
1 week ago
We are seeking a skilled and dedicated Permanent Financial Services Representative to join our team.
About the Job
This is an exciting opportunity to contribute to our financial services team, providing exceptional client service and supporting our organization's growth.
Key Responsibilities
• Process new account applications efficiently, ensuring all necessary documentation is complete and compliant.
• Create informative presentations and materials for client meetings, showcasing our firm's investment strategies and expertise.
• Manage client records, schedule appointments, and coordinate communications with our financial advisors.
What We're Looking For
• 1-3 years of experience in a client services role within the financial services industry.
• Proficiency in MS Office Suite, including Word, Excel, PowerPoint, and Outlook.
• Strong understanding of financial planning, investment concepts, and wealth management technology systems.
