Relationship Specialist / Investment Specialist
Headway Workforce Solutions is currently seeking a Relationship Specialist / Investment Specialist for an immediate temp-hire or possible direct hire opportunity available in the Fairfax area.
- Offer superior customer service to company’s elite and highest net worth clients
- Participate in client meetings for investment and service reviews
- Maintain client portfolios in accordance with compliance guidelines
- Respond by email and phone to all client service requests
- Deliver customized service to clients seeking a personalized high-touch experience
- Document and communicate strategy discussions with management team on behalf of clients
- Bachelor’s degree preferred
- 4-5 years previous wealth management, financial /investment firm experience preferred
- Exceptional interpersonal communication skills are required to communicate via telephone and face-to-face consultations
- Strong knowledge of Microsoft Word and Excel required
- Ability to work in a dynamic, fast-paced and deadline-oriented environment required
- Salary negotiable and based upon industry and years of experience.
Post to this position for immediate consideration.
Headway provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Headway complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
- Minimum Age
- 18+ years old