Financial Services Professional
3 weeks ago
The Investment Counsel Company is seeking a highly motivated and detail-oriented Financial Services Professional to join our team. As a key member of our client services department, you will be responsible for providing exceptional service to our clients, ensuring their financial needs are met, and exceeding their expectations.
This role involves working closely with senior management to develop and implement customized investment strategies tailored to each client's unique goals and objectives. You will also be responsible for maintaining accurate records, processing transactions, and communicating effectively with clients and internal stakeholders.
To be successful in this role, you must possess excellent communication and interpersonal skills, be able to work independently and as part of a team, and demonstrate a strong commitment to delivering high-quality results. If you are a self-motivated individual who thrives in a fast-paced environment and is passionate about providing exceptional client service, we encourage you to apply.
Key Responsibilities:- Maintain accurate and up-to-date records of client accounts, transactions, and communications
- Process client requests, transfer funds, and manage client portfolios in accordance with established guidelines
- Communicate effectively with clients, internal stakeholders, and external partners to ensure seamless delivery of services
- Collaborate with senior management to develop and implement new business initiatives and improve existing processes
- Bachelor's degree in Finance, Accounting, or related field
- Minimum 2 years of experience in financial services, with a focus on client-facing roles
- Excellent communication, interpersonal, and organizational skills
- Ability to work independently and as part of a team
- Strong analytical and problem-solving skills
- Proficiency in Microsoft Office, particularly Excel and Word
We offer a competitive salary range of $65,000 - $85,000 per year, depending on experience, plus a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off. If you are a motivated and results-driven professional looking to make a meaningful contribution to our team, please submit your application today.
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