Remote Financial Client Management Representative

Job is Expired
Location: New Jersey
Compensation: To Be Discussed
Staff Reviewed: Thu, Jan 28, 2021

Job Summary

A financial services company has an open position for a Remote Financial Client Management Representative.

Must be able to:

  • Educate clients regarding asset allocation
  • Conduct annual reviews of clients' profiles
  • Conduct welcome calls with new clients

Applicants must meet the following qualifications:

  • Strong verbal and written communication skills
  • Ability to influence others
  • Comfortable working independently
  • Excel in a paperless environment

COMPLETE JOB DESCRIPTION

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