What are the responsibilities and job description for the Client Services Representative position at Cannon Search?
Are you passionate about investments and client service? Our client, managing over $9 billion in client assets, is seeking a Client Services Representative to join their dynamic team.
In this role, you'll collaborate with portfolio managers to deliver exceptional service, craft tailored client presentations, support trading activities, and contribute to wealth strategies for generations of families. Every day is different, offering opportunities to solve complex problems and make a real impact.
What You’ll Need:
- Bachelor’s degree with 2–5 years in investments or financial services
- Strong analytical, organizational, and communication skills
- Proficiency in Microsoft Excel & PowerPoint
- Interest in financial planning, investments, and client engagement
We offer a collaborative environment where your ideas matter. Ready to elevate your career? Apply now and help shape the future of wealth management. Email: dan.gilliam@cannonsearch.com
Tags: Client Services Representative, Analyst, Portfolio manager, investments, wealth management, finance, financial services
Salary : $115,000 - $135,000
