Representative, Client Services Investment Operations
-College degree or relevant work experience in client
servicing; financial services preferred
- Strong verbal and written communication skills
- Critical thinking,
analytical problem solving, and organizational skills are required to identify
and resolve issues, as well as to enhance ongoing personal development
-Experience in a fast-paced, deadline-oriented environment where
adaptability and multitasking are critical for success
-Knowledge of general finance concepts, usually acquired
through formal education or experience is preferred