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Investment Junior Associate

Location: Reston Region
Category: Finance & Accounting
Employment Type: Direct Hire
Contact: fad.reston@hirestrategy.com

Our client has a current opportunity in their DC office for a full-time Junior Associate. Candidates for this opportunity can be new graduates or individuals with 0-2 years of experience.

 

A successful candidate will have excellent communication and interpersonal skills along with a solid work ethic. We are looking for very driven persons who flourish in an active, team-based environment with the initiative to work independently. Great attitude, awareness to detail, and willingness to learn essential. 

 

Primary Responsibilities:

  • Work with a high volume of clients to process investments, update records, and answer incoming customer inquiries
  • Help with new signups as well as current investors to offer first-rate customer service
  • Assess existing and possible processes to improve customer retention and determine best practices
  • Work with the team to progress systematic methods for scaling our investments business and refining investor communication

 

Qualifications:

  • Bachelor's degree
  • Exceptional organizational skills; aptitude to deal with a great volume of customer interaction
  • Top-quality written and verbal communication, interpersonal, organizational, and customer service/sales abilities
  • A grasp of the impact of positive, hands-on customer service on brand loyalty and customer retention
  • Must be self-directed, able to work independently, as well as work in a team-oriented and fast paced setting
  • Intellectually inquisitive, original, and collaborative