Investment Services Client Representative
Kestra Financial Independent AdvisorIllinois, United States
Posted July 8, 2022
Full Time
About the Company
Kestra Financial supports independent financial advisors with leading wealth management, technology, and practice enrichment services.
Job Description
David A. Marcus and Associates, Inc. is a full-service firm providing financial planning, corporate benefits, and estate planning services. We are seeking an Investment Services Client Representative to interact with clients, process paperwork, and manage client relationships.
Requirements
- Bachelor’s degree in a business-related field
- 2+ years of experience in administrative support in a professional environment
- Previous experience in financial services a plus
- Advanced computer skills (Outlook, Word, Excel, and Power Point)
- Excellent communication skills, both verbally and in writing
- Strong time management and organizational skills
Benefits
- Health Insurance
- 401k Matching
