Client Relations Associate I
1 week ago
Position Overview:
The Client Relations Associate I is responsible for assisting one or more Financial Advisors in the setup, management, and ongoing support of investment accounts.
Key Responsibilities:
- Provide exceptional service to clients, ensuring their needs are met and expectations exceeded.
- Support Financial Advisors in client retention and growth initiatives.
- Assist in the maintenance of client investment accounts, ensuring accuracy and compliance with regulations.
Qualifications:
- Strong communication skills and a client-focused mindset.
- Ability to work collaboratively within a team environment.
- Detail-oriented with a commitment to providing high-quality service.
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Client Relations Associate I
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Client Relations Specialist I
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