Client Services Representative
Compass Ion Advisors
Compass Ion Advisors is a trusted wealth management firm, highly communicative environment seeking a motivated and experienced professional to join our client services team. We are dedicated to helping clients achieve success through thoughtful investment strategies and financial planning. Find out more about our firm here. What We’re Looking For: 2-4 years of experience in the financial services industry Hands-on experience with Schwab and/or Fidelity Proficiency in industry-standard software like Salesforce and Microsoft Office Suite Exceptional attention to detail and follow-through Strong organizational and communication skills A proactive and eager-to-learn attitude What We Offer: Quarterly bonus: Percentage of base pay based on performance, combined with firm profits. Comprehensive health, vision, and dental insurance, as well as long-term disability, and life insurance. At Compass Ion Advisors, we value the growth of our team and offer a supportive, collaborative environment. #J-18808-Ljbffr Compass Ion Advisors
Vacancy posted 1 day ago
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