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Client Services Representative
2 months ago
Position Type:
Regular
Your Opportunity
At CFA Institute, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to redefine the finance industry together.
As a Client Engagement Specialist, you will have the chance to channel your enthusiasm for customer service into a role that fosters your growth within the financial services sector.
Your contribution will be vital to the operational success of our organization, working closely with your Client Relationship Manager and Branch Manager to ensure an exceptional client experience.
Development and growth are fundamental aspects of this position.Within the CFA Institute, you will find a clear pathway for advancement as well as numerous opportunities to challenge yourself and enhance your expertise.
While licensing is not mandatory for this role, CFA Institute will assist you in obtaining the necessary licenses if they align with your career aspirations.
If you are seeking an entry point into the financial services industry that allows you to engage with clients, broaden your knowledge, and build a rewarding career, this may be the right opportunity for you.
What You Have1+ years of experience in Client/Customer Service.
Preferred Qualifications:
Prior experience in Financial Services/Wealth Management or a closely related field.
While licensing is preferred, it is not a requirement for this role; CFA Institute will support employees in this position in obtaining and/or maintaining the necessary licenses.
Ability to address client needs with professionalism and discretion.Exceptional written and verbal communication skills.
Experience working independently and collaboratively as part of a team, while managing multiple tasks and responsibilities effectively.
Ability to cultivate and sustain positive cross-enterprise relationships.
Basic understanding of brokerage regulations and the rules governing client accounts.
May be required to become a Notary.
What's in it for You
At CFA Institute, we are dedicated to empowering our employees' personal and professional success.
Our purpose-driven, supportive culture, and emphasis on your development means you will receive the resources necessary to make a positive impact in the finance industry.
We offer a competitive benefits package that supports your overall well-being - both now and in the future:401(k) with company match and Employee stock purchase plan.
Paid parental leave and family-building benefits.
Tuition reimbursement.
Health, dental, and vision insurance.
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