Wealth Management Client Service Representative

2 weeks ago


Plymouth, Massachusetts, United States Transcend Practice Management Full time
Position Overview:
As a Client Support Associate within our Wealth Management division, you will play a pivotal role in ensuring our clients receive exceptional service and support. Your contributions will be integral to our mission of delivering high-quality experiences to our clientele.

Key Responsibilities:
  • Client Advocacy: Serve as a trusted advocate for clients, ensuring their needs are met with the utmost attention and care.
  • Organizational Support: Manage and streamline the advisor's workflow by organizing tasks, scheduling meetings, and tracking pending business paperwork.
  • Communication: Maintain open lines of communication with clients and team members, fostering strong relationships built on trust and respect.
  • Quality Assurance: Ensure all outgoing communications and documents adhere to the highest standards of quality and accuracy.
  • Project Management: Oversee various projects and initiatives, ensuring timely completion and alignment with the advisor's goals.

Qualifications:
  • Minimum of three years of experience in a client-facing role within the financial services sector.
  • Strong interpersonal and communication skills, with a focus on relationship management.
  • Proficiency in Microsoft Office Suite and familiarity with CRM systems.
  • Ability to thrive in a fast-paced environment while maintaining a keen attention to detail.
  • Demonstrated integrity and a commitment to maintaining confidentiality.

At Transcend Practice Management, we value collaboration and teamwork. We are dedicated to investing in our employees' growth and success, providing a supportive environment where you can make a meaningful impact. Join us in our commitment to excellence in client service.

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