Demo

Client Service Specialist - Financial Services

Katalyst Systems Impact
Coralville, IA Full Time
POSTED ON 4/18/2025
AVAILABLE BEFORE 5/17/2025

Job Description

  • Utilize financial expertise to anticipate client needs and offer tailored solutions.
  • Earn trust and maintain long-term client relationships through exceptional follow-through.
  • Collaborate closely with Financial Advisors and other Client Service Associates to deliver seamless client experiences.

The ideal candidate will have a minimum of eight years of experience in financial services or a related client service role, along with strong knowledge of investment products, financial markets, and regulatory compliance.

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