Clemente Palacios CRPC AAMS, Wealth and Retirement Advisor

I’m looking for a full time client service executive. On site in The Villages Florida

Founded in 1995 and headquartered in New York City, Alexander Capital, L.P. is a full-service investment bank and brokerage firm. The firm is supported by a talented and experienced team of professionals with extensive backgrounds in investment banking, capital markets, sales & trading, private equity, and retail brokerage. Alexander Capital is a member of FINRA, MSRB, and SIPC, ensuring compliance and reliability in their services.

Role Description

This is a full-time on-site role, located in The Villages, FL, for a Client Services Representative. The Client Services Representative will handle daily interactions with clients, ensuring customer satisfaction, managing client services, and addressing customer service inquiries. This role involves clear communication with clients and other team members and requires a solid understanding of finance to address clients' financial inquiries effectively.

Qualifications

Skills in Client Services and Customer Service
Strong Communication abilities and focus on Customer Satisfaction
Understanding of Finance
Excellent interpersonal and problem-solving skills
Ability to work on-site and collaborate effectively with team members
Experience in the financial services industry is a plus

Come visit the Alexander Capital Wealth Management tent today at the world equestrian center expo 2.

What’s your passion?

Come check out the Alexander Capital Wealth Management tent tomorrow at the Festivals of Speed show.

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