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Client Relationship Manager
3 weeks ago
The Registered Client Service Associate will play a crucial role in supporting our Financial Advisors in delivering exceptional client service and driving business growth. The successful candidate will possess excellent communication and interpersonal skills, with the ability to work independently and as part of a team.
Main Responsibilities:- Serve as a primary point of contact for clients and advisors, providing timely and accurate support.
- Develop and maintain thorough knowledge of firm policies, procedures, and products.
- Collaborate with cross-functional teams to achieve business objectives.
- Strong analytical and problem-solving skills.
- Ability to multitask and prioritize tasks effectively.
- Proficiency in MS Office products and internal software programs.
Salary Range: $80,000 - $100,000 per year, based on experience.