Job Summary
A non-profit organization offering financial services is in need of a Telecommute Financial Client Advisor in San Jose.
Core Responsibilities Include:
- Building and maintaining relationships with clients and key personnel
- Liaising with internal departments to ensure client needs are fulfilled effectively
- Conducting weekly review meetings (via Zoom) with the client
Applicants must meet the following qualifications:
- Bachelor's degree in business, finance or economics
- 5-10 Years related experience
- Strong interpersonal skills combined with business acumen
- Ability to prepare and deliver management-level presentations
- Comfortable with a range of office and accounting platforms
