Client Relations Specialist, The Ladders
4 weeks ago
The Ladders:
Client Relations Specialist
A Client Relations Specialist plays a pivotal role in managing and enhancing existing client portfolios by leveraging exceptional client service skills and financial knowledge to develop customized investment strategies tailored to each client.
Primary responsibilities include:
- Fostering and expanding client relationships to improve satisfaction and loyalty
- Creating and executing personalized investment strategies aligned with client goals and aspirations
- Offering continuous support and insights to clients regarding their investment choices
- Working collaboratively with team members to ensure client objectives are achieved and surpassed
- Assessing and reviewing the performance of client portfolios to implement strategic modifications
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Head of Client Relations
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