Client Service Professional

A unique opportunity to join one of the nation’s Top Financial Research Firms. InvesTech Research is searching for a top-tier Client Service Professional with the desire to join a dedicated team that thrives in a high-energy work environment. Located in Whitefish, Montana, our nationally renowned financial research firm offers a challenging and rewarding career for the motivated professional with a high attention to detail.

Responsibilities:

  • Active interaction with clients in a variety of critical customer support tasks
  • Management of subscription processing & maintaining accurate records
  • Collaboration with in-house design team to create graphics, special reports, and publications
  • Assist with website content updates including posting and promotions
  • Individual and team participation in marketing projects

Qualifications:

  • College degree and related relevant work experience required
  • Excellent phone and written communication
  • Proficient in Microsoft Office
  • Familiarity with Adobe Creative Suite preferred
  • Ability to prioritize and manage multiple projects in a deadline-driven environment

This is a part-time (possibly full-time) position.  InvesTech offers competitive compensation, including a generous retirement plan, paid vacation, and health/dental insurance. 

Qualified candidates may email a cover letter and resume to careers@investech.com.  This position is not eligible for remote work.

All inquiries will remain confidential