Addison Group

Investment Associate

3+ months agoReston, VA

We are working on an exciting Investment Associate job in Washington DC. Candidates for this opportunity can be new graduates or individuals with years of experience.

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

Responsibilities of the Investment Associate Job in Washington DC

  • 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 of Investment Associate job in Washington DC:
  • Bachelor's degree
  • 2 plus years of experience, wealth management, financial services preferred
  • 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
barbara. wallace@addisongroup.com

#zr7
IND 003-005

Job ID: AddisonGroup-488809