Account Specialist

🎓 Launch Your Career in Financial Services with a Leading Investment Firm!

Position: Client Service / Account Support Representative (Contract)

• Engage internal clients through inbound and outbound phone calls
• Serve as initial and ongoing support throughout the account opening process and account lifecycle
• Deliver world‑class service while adhering to internal policies and procedures
• Build strong relationships with internal clients by providing effective, compliant solutions
• Address and resolve issues promptly and professionally
• Adapt and thrive in an evolving, fast‑paced environment

• 1–2 years of experience in financial services or customer service
• Strong attention to detail and reliability
• Service‑oriented mindset with a proactive, self‑starter attitude
• Ability to work efficiently in a high‑volume environment
• Preferred:
  Interest in long‑term career development within financial services

• Gain experience with a well‑established investment firm
• Develop client service, account management, and operational skills
• Work in a collaborative, growth‑focused environment
• Strong foundation for future career advancement

👉 Interested? Apply now and take the next step in your financial services career!