Client Relationship Manager
5 days ago
The Branch Office Administrator (BOA) is a critical member of our branch team, working closely with financial advisors to provide exceptional client service and support. As a BOA, you will be responsible for managing multiple priorities in a deadline-driven environment while maintaining a strong focus on customer satisfaction.
Responsibilities:
- Provide personalized support to clients, addressing their needs and concerns in a timely manner.
- Contribute to the development of strategies for the branch office, aligning with the company's overall goals and objectives.
- Collaborate with the financial advisor to identify opportunities for growth and improvement.
About Our Culture
We pride ourselves on being an inclusive and innovative organization that values diversity and promotes a culture of continuous learning and growth. Our team is committed to supporting one another and striving for excellence in everything we do.
Salary: $21.50 - $24.70 per hour, based on location and experience.
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Branch Office Support Professional
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