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Client Relations Specialist
2 months ago
As a Client Support Associate within our Wealth Management division, you will play a pivotal role in enhancing client experiences and supporting our lead advisors.
Key Responsibilities:
- Client Engagement: Serve as a primary point of contact for clients, ensuring their needs are met with the utmost professionalism and care.
- Administrative Support: Organize and manage the advisor's schedule, ensuring timely follow-ups and efficient handling of client inquiries.
- Documentation Management: Maintain accurate records of client interactions and transactions, ensuring compliance with industry standards.
- Communication: Demonstrate exceptional communication skills, fostering strong relationships with clients and team members alike.
- Quality Assurance: Proofread and verify documentation to ensure accuracy and adherence to firm guidelines.
Qualifications:
- Minimum of three years in a client-facing role within the financial services sector.
- Strong proficiency in Microsoft Office Suite and familiarity with CRM systems.
- Excellent organizational skills with a keen attention to detail.
- Ability to thrive in a fast-paced environment while maintaining high standards of service.
- Demonstrated integrity and commitment to confidentiality.
Why Join Us?
At Transcend Practice Management, we value collaboration and strive to create a supportive environment where every team member can contribute to our clients' success. If you are looking to make a meaningful impact in the wealth management industry, we encourage you to explore this opportunity.
