Financial Services Liaison
2 weeks ago
We are seeking a skilled Financial Services Liaison to join our team at Fanning Personnel. As a key member of our operations team, you will play a vital role in building and maintaining relationships with clients/prospects, equity trading, and serving as a liaison between traders, brokers, and the operations team as needed.
Responsibilities- Setting up new relationships through opening/closing/transferring of accounts
- Assembling materials for prospect meetings and account conversions
- Communicating directly with clients/prospects, equity trading, and serving as a liaison between traders, brokers, and the operations team as needed
Requirements:
- Bachelor's Degree
- Minimum of 1 year of industry experience
- Experience in a Registered Investment Advisor firm or Financial Services firm
- Strong knowledge of Excel
- Willingness/ability to become proficient with proprietary accounting & trading systems
- Exceptional attention to detail, strong organizational, written, and communications skills
- Collaborative demeanor, team player a must
- Self-motivated, ability to juggle multiple projects as well as focus on primary tasks
- Estimated salary range: $58,000 - $68,000 per annum
- A dynamic and collaborative work environment
- Ongoing training and development opportunities
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