Employment Opportunity – Curran Investment Management

August 17, 2016 By Adam

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Financial Service Representative

Independent Investment Advisor located in Albany, NY is seeking a motivated individual experienced in servicing financial service customers to provide the highest level of personalized service and attention to our clients. If you have a passion and commitment for providing extraordinary client service and enjoy a small company environment, we could be the company for you.

The Financial Service Representative is the point of contact for personal communication with clients aiding them in all facets of client servicing, including:

  • Addressing their questions and concerns regarding their accounts
  • Develop, communicate and implement plans to meet their financial goals
  • Meet with them on a periodic basis to review their accounts and other financial concerns
  • Handle administrative duties such as opening accounts and disbursing funds
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Qualified candidates should have a minimum of a bachelor’s degree from an accredited college or university and one to three years of relevant experience in the financial service industry or a related field. Brokerage Sales Assistant experience would be highly beneficial. Organization skills, attention to detail, and a demonstrated ability to multitask are key requirements for this position. Proficiency in writing business correspondence, Microsoft Word, Excel, PowerPoint, Outlook, and CRM software is a must.

Salary is commensurate with experience.

For inquiries contact Catherine Groden at cgroden@curranllc.com

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