Client Success Manager
2 days ago
Are you a relationship builder, problem solver, and critical thinker? We're seeking a Branch Office Administrator to join our team.
In this role, you'll be a key member of a branch team, working closely with a financial advisor to deliver exceptional client service. You'll be the first point of contact for clients, providing support and guidance to help them achieve their financial goals.
We're committed to creating an inclusive environment where everyone feels valued and supported. As a Branch Office Administrator, you'll have opportunities to develop your skills and knowledge, working collaboratively with a team of experienced professionals.
What You'll Do- Provide exceptional client service, responding to phone calls, emails, and in-person requests.
- Work closely with the financial advisor to develop and implement client plans.
- Manage multiple priorities in a fast-paced environment, meeting deadlines and delivering results.
- Strong communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Basic knowledge of financial services and markets (training provided).
- A competitive salary: $20.04 - $23.43 per hour (based on experience).
- Ongoing training and development opportunities.
- A comprehensive benefits package, including medical, dental, and vision coverage.
- The opportunity to work in a dynamic, supportive environment.
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