9 Jobs in Windsor, CO
Impact Solutions is Hiring a Senior Client Services Analyst Near Windsor, CO
Riverlink is working with a reputable financial services firm dedicated to exceptional wealth management. They prioritize ethical practices and client-centric service. Join their dynamic team focused on achieving financial goals.
Position Overview:
Support Private Wealth Managers in maintaining client relationships, conducting research, and leading projects. Detail-oriented professionals with financial planning expertise are encouraged to apply.
Qualifications:
·Bachelor’s Degree or 3-5 years Financial Services Industry experience.
·Strong understanding of financial planning services and products.
·Previous experience in outstanding client service.
·Detail-oriented, analytical, and excellent communication skills.
·Organized with great time management and prioritization abilities.
·Proficient in financial services technology systems.
·FINRA Series 7 and 66 are strongly preferred
Job Summary
Full Time
Scientific Services
$44k-59k (estimate)
01/12/2024
06/03/2024
impact-solutions.co.uk
GRANGEMOUTH, SCOTLAND
25 - 50
2002
KEVIN ROSS
<$5M
Scientific Services
Related Companies
The job skills required for Senior Client Services Analyst include Time Management, Financial Services, Client Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be a Senior Client Services Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Senior Client Services Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Senior Client Services Analyst positions, which can be used as a reference in future career path planning. As a Senior Client Services Analyst, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Senior Client Services Analyst. You can explore the career advancement for a Senior Client Services Analyst below and select your interested title to get hiring information.
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