Client Services Associate
2 weeks ago
Join our team at Transcend Practice Management as a Client Service Associate, where you will play a vital role in delivering exceptional client experiences and supporting our Wealth Advisors.
About the RoleWe are seeking a highly organized and detail-oriented individual to join our team. As a Client Service Associate, you will be responsible for providing administrative support to our Wealth Advisors, ensuring seamless client interactions, and maintaining accurate records.
Key Responsibilities- Provide exceptional client service, responding to inquiries, and resolving issues in a timely and professional manner.
- Manage client relationships, understanding their unique needs and preferences.
- Coordinate client meetings, appointments, and events, ensuring seamless communication and follow-up.
- Develop and implement systems and processes to improve client experience and operational efficiency.
- Stay up-to-date on industry trends, regulations, and best practices to provide informed support to our Wealth Advisors.
- Bachelor's degree preferred.
- Three years of experience in an administrative role in the financial industry.
- Series 7, Life, Health, and Annuities licenses are preferred but not required.
- Excellent communication, organizational, and problem-solving skills.
- Ability to work under pressure, multitask, and prioritize tasks effectively.
At Transcend Practice Management, we value our team members and offer a dynamic work environment, opportunities for growth and development, and a competitive compensation package.
We are committed to sourcing a diverse pool of applicants from various backgrounds and encourage all qualified individuals to apply.
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Client Services Associate
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