Financial Coordinator/Client Acquisition Specialist
Minnetonka, MN
Posted 3 weeks ago
A leading wealth management firm is seeking a Client Acquisition Specialist
This position includes calendar management, and appointment setting, sales, business development, event facilitation & administrative duties.
Qualifications and Skills:
- Ability to motivate prospects to set appointments
- Ability to prioritize projects and manage time
- Attention to detail and accuracy
- Results driven
- Consistent follow-through
- Excellent communication skills, both written and oral
- 1-3 years sales experience
- 1-3 years administrative experience
Job Features
Job Category | Administration/Support |