Financial Services Representative
7 days ago
We are seeking a highly skilled and dedicated professional to join our team at Dawson as a Client Services Specialist.
Job SummaryThe successful candidate will be responsible for managing all aspects of client investment accounts and overall financial picture, attending client meetings, and communicating regularly with clients. Additionally, they will support compliance needs, ensure adherence to regulatory standards, and utilize Client Relationship Management (CRM) software to handle account applications and cash flow paperwork.
Key Responsibilities- Manage client investment accounts and financial picture
- Attend client meetings and communicate regularly
- Support compliance needs and regulatory standards
- Utilize CRM software for account applications and paperwork
- Collaborate with portfolio managers, financial advisors, and other professionals to meet client needs
- Commitment to a long-term position (10 years or more)
- Experience working 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
- Exceptional verbal, written, presentation, and interpersonal communication skills
- 401K retirement plan
- Vacation time
- Flexible work environment in a professional office
Please note that there is no insurance offered.
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