Client Operations Specialist/ Sales Assistant/ Buckhead/ $42,000 to $ 45,000 DOE.
The local division of one of the country’s largest and most solid institutional investment consulting firms has an opportunity for a Client Operations Specialist
Located in Buckhead, this leader offers a chance for a true client service and consultant assistant professional to thrive
This is a full spectrum operations and client service role requiring recognition of and ability in complying with all regulatory requirements and policy procedures towards the maximization of client satisfaction
- MUST have 5 years experience in similar role
- Series 7 registered required
- Strong Word and Excel skills
- Outstanding organizational and multitasking skills
- Confident capabilities provided with professional communication skills with legitimate abilities to perceive and fulfill regulatory requirements and organizational processes of best practices in collegial partnership with fellow team members
- Advent Axys experience preferred
This is strictly an operational and client services role. There is no selling involved in this position.
Salary will range from $4 2 ,000 to $ 50,000 DOE. A solid and comprehensive benefits package is provided.
Please submit qualified resumes to csm now.