Entry Level Financial Analyst

2 weeks ago


montgomery, United States TalentBridge Full time

Job Overview: We are seeking a motivated and detail-oriented Entry-Level Finance Associate to join our Brokerage Client Support team. This position is ideal for recent finance graduates with relevant internships or academic projects, looking to launch their finance careers. The role will involve working closely with clients and internal teams to provide top-tier support, manage client inquiries, and enhance operational processes.

Key Responsibilities:

  • Provide comprehensive support for brokerage client activities, ensuring excellent client experience and satisfaction.
  • Proactively identify opportunities to improve current processes and workflows, enhancing overall efficiency.
  • Handle moderately complex client support tasks, ensuring issues are addressed promptly and accurately.
  • Collaborate with client personnel to gather, review, and deliver information as required.
  • Follow guidance from supervisors for non-routine questions and escalate complex issues appropriately.

Required Qualifications:

  • Recent graduate with a Bachelor’s degree in Finance, Economics, or a related field.
  • Internship experience in finance, brokerage, client services, or related areas is highly preferred.
  • Strong analytical and communication skills, with a proactive approach to solving problems.
  • Demonstrated attention to detail and ability to manage multiple priorities in a dynamic environment.
  • Experience or training in finance, brokerage, or client services support (2+ years preferred) through internships, consulting, military experience, or education.

Ideal Candidate Will Have:

  • A collaborative mindset with the ability to engage effectively with clients and internal teams.
  • An eagerness to learn and grow in a fast-paced finance environment.
  • Basic understanding of financial markets and brokerage services.

This role offers an exciting opportunity for recent graduates to gain hands-on experience in client support within a finance setting. We encourage candidates with relevant internships or strong academic backgrounds to apply.



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