Financial Services Representative

  • San Rafael
  • Posted Jun 29,2018
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Job Overview

Great opportunity for proactive, bright, resourceful, go-getter with excellent communication skills to join long established financial services firm in front facing role.  Providing support to clients via phone and email, this is an excellent opportunity to showcase your professionalism and top notch client service skills.  Looking to grow?  Lots of room to build your career!


  • Answer incoming phone lines to satisfy client requests
  • Update and maintain accurate records
  • Run reports, calculate and audit fees, commissions
  • Process mail and file paperwork
  • Organize, record, prepare, and deposit checks
  • Send, or help client run, new business reports as requested


  • 2+ years financial services or related office experience
  • Knowledge of investment fund administration a plus
  • Bachelor degree preferred
  • Proficiency with MS Word and Excel a must
  • Professional communication style a must