A private registered investment firm is seeking a client account administrator to join their client services team. Our firm is dedicated to creating a positive work environment that is focused on encouraging individuals to provide unequaled personalized services to internal co-workers and our clients on a daily basis.

The successful candidate for this position must have professional administrative and client service experience; be a self-starter and have excellent interpersonal, communication, and team collaboration skills. The candidate we desire must enjoy a team environment and be driven to consistently service our client base with a high degree of professionalism and have the organizational and analytical skills necessary to precisely execute complex service demands in a fast paced environment.

Skills and Qualifications

• Five + years experience in the financial services industry.
• Very proficient with Microsoft Office Products.
• Associates/bachelors degree a plus

Responsibilities

• Daily direct client interface
• New account processing and transfers
• Assist in coordinating all client servicing activities
• Meeting preparation support
• Facilitating communications with clients and managing activities to ensure their expectations are met and exceeded

Compensation

• Competitive starting pay commensurate with experience and skills
• Bonus potential
• Attractive benefit program

EOE

Please send resumes and salary requirements to:

employment@ebs-asset.com