Job Summary
A financial services company needs applicants for an opening for a Remote Client Management Representative in Greater Las Vegas.
Core Responsibilities Include:
- Helping support and guide clients who have a managed portfolio
- Addressing the clients’ needs regarding managed account
Must meet the following requirements for consideration:
- Minimum of 3 years of previous financial services experience
- Broad based knowledge and understanding of general financial planning concepts, including managed solutions
- Demonstrated customer service, relationship management and sales skills
- Previous experience with client consultation or possess a dream to learn this approach
- Strong verbal and written communication skills
- Excels in paperless work environment by using technology and comfort learning new tools
