Client Support Specialist
7 days ago
We are seeking a highly skilled and dedicated Financial Services Representative to join our team at Traynor Capital Management. As a key member of our investment advisory team, you will play a vital role in supporting our financial advisors and providing exceptional service to our clients to drive business growth.
Key Responsibilities:- Client Service: Manage customer inquiries and financial transactions efficiently, ensuring timely and accurate resolution of client concerns.
- Account Management: Offer detailed information regarding client accounts, maintaining confidentiality and adhering to regulatory requirements.
- Communication: Maintain professional communication with clients, prioritizing their needs and providing clear, concise information.
- Record Keeping: Update and organize client records accurately, ensuring compliance with regulatory standards.
- Client Understanding: Build a thorough understanding of the clients you serve, including their financial goals and objectives.
- Professional Development: Engage in ongoing learning and professional development, staying up-to-date on industry trends and best practices.
- Experience: Demonstrated experience in customer service, finance, banking, or sales roles, with a proven track record of success.
- Client Relationships: Ability to establish strong connections with clients, fostering trust and loyalty.
- Service Delivery: Dedication to delivering exceptional service, meeting or exceeding client expectations.
- Organizational Skills: Effective multitasking and prioritization skills, with the ability to manage multiple tasks and deadlines.
- Attitude: Positive and courteous attitude, with a strong commitment to customer satisfaction.
- Communication Skills: Outstanding written and verbal communication abilities, with the ability to articulate complex financial information in a clear and concise manner.
Traynor Capital Management is a registered investment advisory firm dedicated to assisting clients in achieving financial independence. We offer a variety of services aimed at helping individuals reach their financial objectives.
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IT Support Specialist I
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