Financial Services Representative

4 hours ago


Dublin, Ohio, United States Dawson Full time
Job Opportunity

We are seeking a highly skilled and dedicated professional to join our team as a Client Services Specialist at Dawson. This is a permanent opportunity with a competitive hourly rate of $20.00-$25.00.

Key Responsibilities:
  • Manage client investment accounts and financial portfolios
  • Attend client meetings and provide regular communication
  • Support compliance needs and ensure regulatory adherence
  • Utilize CRM software and handle account applications and paperwork
  • Collaborate with portfolio managers and financial advisors to meet client needs
Requirements:
  • Commitment to a long-term position (10 years or more)
  • Experience with CRMs and investment software
  • Strong interpersonal skills and pleasant disposition
  • High attention to detail and effective note-taking abilities
  • Comfort with technology and proficiency in Microsoft Office Suite
  • Excellent organizational and time management skills
  • Strong analytical and research skills
What We Offer:
  • 401K retirement plan
  • Vacation time
  • Flexible work environment in a professional office

Please note that there is no insurance offered. If you are a motivated and detail-oriented individual with a passion for client service, we encourage you to apply for this exciting opportunity.



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