Job Summary
A financial services company is seeking a Remote High Net Worth Financial Service Associate in Richmond.
Core Responsibilities of this position include:
- Enhancing relationships with our high net worth clients
- Engaging with customers, via inbound calls, and responding to their inquiries
- Supporting complex service and investment needs
Must meet the following requirements for consideration:
- Series 7 required
- 2-3 years of previous experience working in the financial services industry
- Entrepreneurial spirit
- Strong technological acumen
- Comfort with learning how to use new tools