Client Services Associate - Transform Client Experiences and Elevate Financial Success
Employer
MV Financial Group, MV Capital Management Inc.
Salary
$60k-$75k (estimated pay)
Location
Washington, DC
Employment Type
Full-time
Сategory
Customer Service Representatives
Description
Join MV Financial as a Client Services Associate and play a crucial role in interfacing with clients, assisting in financial strategies, and managing operations.
Qualifications
- Proficiency in Microsoft Office
- Experience in client servicing at a financial firm
- Experience with portfolio management software
Responsibilities
- Interfacing directly with clients
- Coordinating operational procedures
- Managing data within portfolio management software
Working Hours
8:30 AM - 5:00 PM, Monday to Friday
Benefits
- Health insurance
- Dental insurance
- 401(k)
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