Base: $68,000 - $120,000pyear; bonus/equity: not s...
Client first mindset
Exceptional client experience
Interpersonal skills
As senior members of the service team, you will build trusted relationships with clients through regular interactions
Job Summary
As senior members of the service team, you will build trusted relationships with clients through regular interactions.
You will partner with the Institutional Consulting Director/team to address specific client needs and service issues, ensuring a consistent and positive experience.
The role involves supporting business development strategies, preparing client reports, and participating in client meetings and firm initiatives.
Matching Summary
As senior members of the service team, you will build trusted relationships with clients through regular interactions.
Salary
Base: $68,000 - $120,000/year; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Client first mindset
Exceptional client experience
Interpersonal skills
Financial services industry knowledge
MS Excel proficiency
Nice-to-have
Collaborate with others
Goal oriented
Adaptable
Team player
Key Requirements
5+ years of relevant experience
Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Four-year college degree or professional certification preferred