Financial Associate (Corporate) gathers and interprets financial data in order to assist in corporate financial decisions. Assists in determining scope and pricing of offering and developing plans. Being a Financial Associate (Corporate) identifies new investment, merger, or acquisition opportunities for the company. Provides details for the SEC registration of securities. Additionally, Financial Associate (Corporate) participates in negotiations with principles and others. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Corporate) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Corporate) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Company Description:
Summit Financial is a boutique financial advisory firm dedicated to providing personalized wealth management solutions to individuals, families, and businesses. With a commitment to excellence and a focus on building long-term relationships, Summit Financial helps clients navigate complex financial landscapes and achieve their financial goals.
Position: Part-time Client Services Representative
Job Description:
As a Part-time Client Services Representative at Summit Financial, you will play a crucial role in ensuring the highest level of service and support to our valued clients. This is a client-facing position that requires excellent communication skills, attention to detail, and a passion for helping others achieve financial success.
Responsibilities:
Qualifications:
Schedule:
This is a part-time position, with a schedule aligned with the operating hours of the stock exchange market (Central Standard Time). The specific schedule can be flexible based on the availability of the candidate and the needs of the business. Ideal for individuals seeking a part-time role with the opportunity for growth within a dynamic financial services firm.
Join Our Team:
If you are passionate about delivering exceptional client service and are looking to join a dynamic team of financial professionals, we invite you to apply for the Part-time Client Services Representative position at Summit Financial.
Job Type: Part-time
Pay: From $13.00 per hour
Expected hours: 20 – 30 per week
Schedule:
Experience:
Ability to Relocate:
Work Location: In person
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