Careers at GFR

Green Financial (GFR) is currently looking for a Client Service Manager to add to our growing staff.  Experience in the financial industry is preferred, but related service experience will be considered.  The position is full-time with benefits.  Employment would require fingerprinting with an FBI background check, credit check, and verifiable references. 

Interested parties please send an email with the reasons why you feel you would be an asset to GFR, and a resume, copied and pasted into the body of an email (not as an attachment or link), to career@rogersgreen.com

 

More Info:

 

Responsibilities

  • Administrative support to a producing registered representatives
  • Providing direct client service and paperwork preparation
  • Manage client relationships both in office and via telephone contact
  • Responsible for managing the overall service delivery to a block of clients
  • Serve as the first line of service for client requests, as a liaison between the client and the investment advisers
  • This is NOT a sales/advisor position

Qualifications

  • Ability to learn and comprehend aspects of the financial industry (required)
  • 5+ years experience the financial industry and/or a professional level customer-focused office position
  • A strong customer focus, professional presentation, attention to detail, and multi-tasking capabilities
  • Superior time management and follow-up skills; work well independently and on a small team of 15 colleagues
  • A college degree or direct financial industry experience is desired (but not required)
  • Professional presentation and appropriate interpersonal skills

Benefits

  • 401K with a 6% match
  • Medical, Dental, and Life Insurance
  • Paid vacation that increases over time on a tiered schedule
  • Competitive compensation based upon demonstrated performance and periodic bonuses are also paid

Starting salary is negotiable dependent upon the skills and experience the candidate brings to the table, but would generally start within the range specified on this posting.

 

Thank you.