What are the responsibilities and job description for the Financial Services Coordinator position at Katalyst Systems Impact?
Katalyst Systems Impact is a growing financial wealth management firm seeking a dedicated Client Service Associate (CSA) to join their team. As a CSA, you will utilize your expertise in financial services to anticipate client needs and provide tailored solutions.
The ideal candidate will have a high sense of loyalty, strong service orientation, and exceptional follow-through. You will collaborate closely with Financial Advisors and other Client Service Associates to deliver seamless client experiences.
- Minimum of eight years of experience in financial services or a related client service role
- Holds applicable financial services licensing
- Strong knowledge of investment products, financial markets, and regulatory compliance
- Excellent communication and relationship-building skills
Katalyst Systems Impact offers a comprehensive benefits package, including fully paid health, dental, vision, disability, and group life insurance. You will also receive a 5% employer match on your 401(k) retirement plan and a discretionary profit-sharing contribution. Additionally, you will enjoy paid time off, including vacation, sick leave, and paid holidays, as well as flexible work arrangements.