Client Services Specialist
1 month ago
We are seeking a highly skilled Client Services Specialist to join our team 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 pictures
- Attend client meetings and communicate regularly
- Support compliance needs and ensure regulatory standards
- Utilize CRM software and handle account applications and cash flow paperwork
- Collaborate with portfolio managers, financial advisors, and accountants
- Maintain attention to detail and provide exceptional client service
Requirements:
- Commitment to a long-term position (10 years or more)
- Experience with CRMs and investment software
- Strong interpersonal skills and a pleasant disposition
- Confidence and enjoyment in working with people
- 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
- Exceptional verbal, written, presentation, and interpersonal communication skills
What We Offer:
- 401K retirement plan
- Vacation time
- Flexible work environment in a professional office
Location: Dublin, Ohio (onsite)
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