Financial Services Liaison

2 weeks ago


Étreux, Hauts-de-France, United States Fanning Personnel Full time

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
About the Opportunity
  • Estimated salary range: $58,000 - $68,000 per annum
  • A dynamic and collaborative work environment
  • Ongoing training and development opportunities


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