Client Relationship Coordinator
3 weeks ago
Job Description
In this role, you will work closely with a Financial Advisor to help clients achieve their long-term financial goals. You will provide exceptional personalized service to ensure clients feel understood and informed, take an active role in the annual business planning process, and actively listen for situations in the clients' lives that may indicate a need for additional services.
You will also deliver marketing activities such as planning and executing events and have the opportunity to deepen and broaden client relationships.
This is a part-time role with a variable schedule, and you will often work independently but have a team of thousands backing you every step of the way.
- Key Responsibilities:
- Deliver exceptional personalized service to clients
- Take an active role in the annual business planning process
- Actively listen for situations in the clients' lives that may indicate a need for additional services
- Deliver marketing activities such as planning and executing events
-
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