Financial Services Professional
Company: Sharkey, Howes & Javer
Location: Denver
Posted on: February 25, 2021
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Job Description:
Denver Financial Planning and Investment Management Firm seeks a
detail-oriented, organized, and self-motivated client service team
member that exhibits a strong desire to provide the client with an
excellent experience. This person will assist clients to process
custodial paperwork, disbursements, asset transfers as well as many
other client service responsibilities. Ideal candidate will be
personable, proactive, and function seamlessly in a fast-paced TEAM
environment.--Position requires strong written/verbal skills, 1-3
years FINANCIAL SERVICES EXPERIENCE, enjoyment working with
clients, and proficiency in MS Office. Knowledge of Salesforce and
Schwab Institutional a plus.--Email resume and cover letter to
clientservice@shwj.com and please include "Financial Services
Client Specialist" in the subject line.*Please only apply if you
meet the required qualifications listed above.
Keywords: Sharkey, Howes & Javer, Denver , Financial Services Professional, Accounting, Auditing , Denver, Colorado
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