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Client Service Representative
2 months ago
We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at NBC. As a key member of our Wealth Management team, you will play a critical role in providing exceptional client service and supporting our investment advisors in their business development.
Key Responsibilities- Client Communication: Ensure effective communication between clients, advisors, and various collaborators to provide seamless service.
- Customer Service: Provide superior customer service in person, on the phone, and via email to meet client needs.
- Account Analysis: Analyze client accounts to prepare for activities that support investment advisors in their business development.
- Transaction Management: Diligently carry out transactions related to investment accounts, ensuring accuracy and timeliness.
- File Management: Open and update client files, maintaining accurate and up-to-date records.
- Agenda Coordination: Coordinate advisors' agendas, schedule appointments, and prepare clients for meetings.
- Compliance and Risk Management: Ensure adherence to compliance and risk management rules, maintaining a secure and regulatory-compliant environment.
NBC's Wealth Management team is a dynamic and collaborative group of professionals dedicated to providing exceptional client service and supporting our investment advisors in their business development. As a member of our team, you will have the opportunity to work with a talented group of individuals who share your passion for delivering outstanding results.
What We Offer- Competitive Compensation: We offer a competitive salary and benefits package to attract and retain top talent.
- Flexible Work Arrangements: We understand the importance of work-life balance and offer flexible work arrangements to support your needs.
- Professional Development: We invest in our employees' professional development, providing opportunities for growth and advancement.
- Collaborative Environment: Our team is dedicated to collaboration and partnership, working together to achieve outstanding results.
- Education: College diploma in a related field, such as business administration or finance.
- Experience: At least one year of relevant experience in a related field, such as banking operations, customer service, or administration.
- Skills: Good knowledge of the Microsoft Office suite, organizational and priority management skills, and excellent communication and interpersonal skills.
