Wealth Management Client Service Representative
2 weeks ago
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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