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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 CategoryAdministration/Support

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