Remote Senior Financial Client Success Advisor

Location: Nationwide

Compensation: Salary

Staff Reviewed: Fri, Sep 10, 2021

This job expires in: 14 days

Job Category: Account Management

Remote Level: 100% Remote

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Job Summary

A financial services company is searching for a person to fill their position for a Remote Senior Financial Client Success Advisor.

Candidates will be responsible for the following:

  • Conducting external portfolio reviews
  • Collaborating with our operations and service teams
  • Analyzing outside assets to discuss/present additions opportunities

Required Skills:

  • Strong advisory background with proven sales success
  • Strong communication skills
  • Either a demonstrated understanding of our service model or a strong willingness to learn

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