Associate - Client Service Representative
6 days ago
Job Summary
Enhance client satisfaction by providing exceptional client service and support to our wealth management team. This role involves coordinating meetings, resolving issues, and maintaining accurate documentation to ensure seamless client experience.
Key Responsibilities
- Coordinate meetings and appointments with clients and advisors
- Provide proactive support to resolve client issues and concerns
- Maintain accurate and up-to-date client documentation and records
- Collaborate with internal teams to ensure timely and effective issue resolution
- Develop and implement processes to improve client service and experience
Requirements
- Strong communication and interpersonal skills
- Excellent organizational and time management skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
- Knowledge of financial industry regulations and compliance
- Proficiency in Microsoft Office Suite
What We Offer
- A comprehensive compensation package, including bonuses and benefits
- Opportunities for professional growth and development
- A dynamic and supportive team environment
- Recognition and rewards for outstanding performance
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