Client Services Professional
Client Services Professional
Stack Financial Management, a nationally-renowned financial advisory firm located in Whitefish, Montana, is seeking a client services professional to join our energetic team. This is a unique career opportunity for a candidate who is organized,detail-oriented, enjoys diverse responsibilities, and would thrive on becoming an integral member of a dynamic team. Responsibilities involve interfacing with high net worth clients throughout the United States, including account setup and maintenance, and operational support using a variety of software programs Applicants must have excellent written and telephone communications skills, and be proficient in Microsoft Office Suite with exceptional Excel skills. This is a challenging and highly rewarding opportunity to someone who can multitask and prioritize projects, and has an aptitude for mastering new software applications. A college degree with 5+ years of related experience is required. Starting salary is $60,000+ Depends on Experience and includes a competitive benefit package and generous retirement plan (up to 25% of salary).
- Non-smoking environment
- All inquiries will remain confidential