Client Relationship Associate

    • Contract
  • Malvern, PA
  • 18/hr

Client Relationship Associate

Our client is one of the world’s largest investment companies, known for its client-first focus, high ethical standards, and collaborative, team-oriented culture.

What you’ll be doing:

Working onsite at client site answering and assisting client investors with their questions about financial products and services. You’ll be much more than a customer service professional. You’ll be a technical subject matter expert (paid training provided.) You’ll use be using virtual technology to develop relationships with clients and understand their unique investment to position the appropriate solutions or actions.

This job is for you if you:

· Have strong communication and relationship management skills

· excel in explaining complex information in ways that are easy to understand

· want to be part of a small team that’s motivated by helping others and serving the best interests of clients investors

· like to work hard in a professional environment that stresses respect and teamwork

· demonstrate self-motivation and an overall drive to succeed

· are flexible and thrive in fast-paced work environments

Additional Details:

· 3 week training provided

· Hours during training – 8:30-5:00 Monday through Friday

· Hours after training:– 9:3-6:00 Monday through Friday

· 100% attendance required during the first 6 weeks of employment

· Occasional overtime available based on business needs

To apply for this job email your details to