Client Services Professional - (Whitefish, MT)

Client Services Professional A unique career opportunity to join a nationally renowned investment advisory firm located in Whitefish, MT. Our growing company provides a challenging and rewarding career for the right individual. This position necessitates a motivated professional who is committed to exceptional client service in a fast-paced and detailed-oriented environment. Assignments include interfacing with our clients throughout the United States, account setup and maintenance, and operational support using multiple software programs. The role requires significant phone and written interaction with clients and service providers, in addition to maintaining client data. Requirements: Highly organized, with strong attention to detail. Expertise to multi-task, prioritize and manage a variety of projects. Aptitude for mastering new software applications and systems. Advanced Microsoft excel skills; proficiency in Microsoft word and Outlook.