Careers

At Shoker Investments, we are always looking to add talented and driven people to our team.

Current Openings

Client Services Associate

Role Description

As a Client Services associate, you should enjoy picking up the phone, talking with clients, and solving unique problems and challenges every day. Your position will be focused on the following areas:

Client Services
Answer the phone & respond to shared email requests
Address client issues and requests or escalate them if necessary.
Coordinate the scheduling of meetings between existing clients and advisors.
Assist in the creation of meeting collateral such as PowerPoints and financial reports.
Assist with vendors, as needed.
Assist with IT, as needed.

Minimum Qualifications

2 to 5 Years of corporate experience, client facing preferred

Bachelor’s Degree; any major will be considered, although economics, finance, business, or English preferred

Required Skills

Effective time management skills and the ability to multitask
Attention to detail and accuracy
Professional and proactive work ethic
Competency in Microsoft applications, especially Excel
Familiarity with CRM applications preferred
Excellent interpersonal, written, and oral communication skills

Compensation & Benefits

Annual Salary Negotiable based on experience
Additional Company Bonuses / Incentives
Health, Life & Disability Insurance
Generous PTO Policy & Paid Holidays
Monday through Friday Schedule
Great Work/Life Balance