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Addison Group

Investment Associate

Reston, 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

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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
Employment Type: Other