Client Services Associate
4 weeks ago
At Transcend Practice Management, we are seeking a highly skilled and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in supporting our Wealth Advisor in delivering exceptional client experiences.
Key Responsibilities:
- Provide administrative support to the Wealth Advisor, including calendar management, client communication, and data entry.
- Develop and implement systems and processes to improve client service and operational efficiency.
- Stay up-to-date on industry trends and regulations, and apply this knowledge to support the Wealth Advisor in providing high-quality client service.
- Collaborate with the team to achieve business objectives and support the growth of the firm.
Requirements:
- Bachelor's degree preferred.
- Three years of experience in an administrative role in the financial industry.
- Series 7, Life, Health, and Annuities licenses are preferred but not required.
- Excellent communication and relationship management skills.
- Strong problem-solving and critical-thinking skills.
- Attention to detail and ability to multitask.
What We Offer:
- A dynamic and supportive work environment.
- Opportunities for professional growth and development.
- A competitive salary and benefits package.
How to Apply:
If you are a motivated and detail-oriented individual with a passion for delivering exceptional client service, please submit your application, including your resume and a cover letter, to [insert contact information].
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