Contract - Client Services

Position description

Longview is seeking an exceptional individual to be a member of our Client Services team
This 12-18 month contract position offers competitive compensation and a flexible work policy

Job Description & Key Responsibilities:

Work seamlessly with Longview’s other Client Services team members
Responsible for a wide range of services relating to client onboarding, account opening, securities and FX trading, cash management, and marketing
Point of contact with third-party suppliers, including Longview’s custodians
Assist other Longview employees on a variety of tasks, including preparing marketing and update materials, scheduling client meetings and assisting with client events

Required skills / Experience

Required Personal Characteristics:

The highest integrity
Attention to detail
Strong financial acumen
Strong spoken and written communication skills
Strong organizational and prioritization skills
Good computer skills, including proficiency in Excel, PowerPoint and Word
The willingness and flexibility to take on a wide variety of tasks
Energetic and proactive, with a passion to learn and grow
Desire to work in a firm with a team-based approach and a culture of excellence

Contract – Client Services

Contract – Client Services

Job Description & Key Responsibilities:

Required Personal Characteristics:

How to Apply