Investment Services Client Specialist - Growth & Service
firefighters first credit unionPasadena, CA
Investment Services Client Specialist - Growth & Service
firefighters first credit unionPasadena, CA
9 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities IntermediationAbout the role
A financial services organization in Pasadena, CA is seeking a Client Services Representative for their Investment Services team. The role involves high-level administrative support, customer relations, and coordinating events to enhance investment services. Candidates need a high school diploma, relevant administrative experience, and necessary financial licenses including Series 7, 63, and 65 or 66. The position offers a competitive salary and a comprehensive benefits package.
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JOB OVERVIEW
Experience level
Mid
Location
Pasadena, CA
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
9 days ago
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