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Team Akeakamai at GFI · 1 day ago

Client Services Representative

United States

Part-time

Remote

New Grad, Entry Level

Team Akeakamai at GFI is seeking ambitious and driven individuals to join their team as Client Services Representatives. This role involves serving as a key contact for clients, ensuring their satisfaction while providing support and guidance on financial matters.

Management Consulting

No H1B

U.S. Citizen Only

Responsibilities

As an Associate, you will serve as a key contact and liaison for clients to ensure their total satisfaction

You will interact with clients & associates you are directly responsible for on an ongoing basis, providing support needed in a timely, professional and courteous manner

Associates share financial knowledge, education, and strategies for business matters, investments, insurance based protection, retirement, savings and estate planning to help clients and business owners progress financially

You'll work with clients to develop customized financial plans that fit their unique needs & goals

You will have the ability to help them understand their financial situation and provide expert advice on how to improve it

From budgeting and debt reduction to investing and retirement planning, you will be there every step of the way to guide and support your clients

You'll be challenged to think creatively and work collaboratively with a team of like-minded individuals who share your passion for making a difference

Your ideas and contributions will be valued and recognized, and you will have the opportunity to grow both personally & professionally