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Financial Services Professional

Company: Sharkey, Howes & Javer
Location: Denver
Posted on: February 25, 2021

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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