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Client Services Professional A unique opportunity to join on...

Client Services Professional A unique opportunity to join on...

Client Services Professional A unique opportunity to join one of America's "Top 100 Independent Financial Advisors" located in Whitefish, Montana. Our team environment offers a challenging and rewarding career opportunity to the right individual. This position requires a motivated professional who is committed to exceptional client service and enjoys a fast-paced, energetic work environment. Responsibilities include interfacing with our clients throughout the country, account setup and maintenance, and operational support using specialized CRM software. Qualifications: Highly organized and detail-oriented Ability to prioritize and manage a variety of projects Ability to learn new software applications and systems Proficient in Excel and experience in Microsoft Office Excellent written and telephone communication skills College degree, and preferred 7+ years relevant experience Starting Salary: $48,000+ DOE with competitive benefit package and generous retirement plan. Qualified candidates send cover letter and resume to: Stack Financial Management 2472 Birch Glen, Ste A Whitefish, MT 59937 careers@stackfinancialmanagement.com - Non-smoking environment - All inquiries will remain confidential

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(406) 892-2151
PO BOX 189, 926 Nucleus Avenue
Columbia Falls, MT 59912

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