Client Service Representative and Investment Team Administrator
Keel Point · Huntsville, AL · 1 wk ago
On-siteFinanceFull-time
About the role
Join our dynamic team as a Client Service Representative and Investment Team Administrator. We are seeking a highly organized and detail-oriented individual to join our investment team.
Responsibilities
- Handle client inquiries via phone and email
- Manage client portfolios and provide investment advice
- Prepare and present investment reports to clients
- Collaborate with the investment team to ensure client satisfaction
Requirements
- Bachelor’s degree in Finance, Business Administration, or related field
- Minimum 2 years of relevant experience in financial services or related field
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
Qualifications
- Proficient in Microsoft Office Suite
- Experience with financial software systems
- Ability to work independently and manage multiple tasks simultaneously
Skills
- Strong understanding of financial principles and practices
- Knowledge of investment products and markets
- Excellent customer service skills
Benefits
- Competitive salary package
- Flexible working hours
- Professional development opportunities
- Health insurance benefits
Pay
Salary range: $50,000 - $60,000 per year
Schedule
Full-time position with flexible working hours
Benefits
- Health insurance benefits
- Professional development opportunities
Skills
- Strong understanding of financial principles and practices
- Knowledge of investment products and markets
- Excellent customer service skills
Commute
Office location: [Insert office address]
Contact
To apply, please submit your resume and cover letter. Applications will be reviewed on a rolling basis.