Wealth Management Client Associate
2 weeks ago
Job Summary
This role is responsible for providing exceptional client service support to Financial Advisors and their clients. The ideal candidate will possess excellent communication skills, a client-centric mindset, and the ability to work in a fast-paced environment.
Key Responsibilities:
- Provide timely and accurate support to Financial Advisors and their clients
- Assist with client onboarding and account management
- Develop and maintain strong relationships with clients and Financial Advisors
- Identify and resolve client issues in a timely and professional manner
- Collaborate with internal teams to ensure seamless client experience
Requirements:
- Excellent communication and interpersonal skills
- Ability to work in a team environment
- Strong problem-solving and analytical skills
- Client-centric mindset and ability to prioritize client needs
What We Offer:
- A dynamic and supportive work environment
- Opportunities for professional growth and development
- A competitive compensation and benefits package
Shift: 1st shift (United States of America)
Hours Per Week: 19.5
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