Client Services Associate at Profit Formula
1 week ago
Role Overview:
As a Client Services Associate, you will play a vital role in supporting our Financial Advisors at Profit Formula. Your primary responsibility will be to assist with various service and operational tasks, ensuring that our clients receive exceptional support.
Key Responsibilities:
- Provide assistance to Financial Advisors in managing client inquiries through various communication channels, including phone, direct interaction, and written correspondence.
- Facilitate seamless operations by collaborating with team members to enhance client service delivery.
- Engage with clients to address their needs and provide solutions that align with their financial goals.
Qualifications:
- Strong communication skills to effectively interact with clients and colleagues.
- Ability to work collaboratively in a fast-paced environment.
- A commitment to delivering high-quality service and support.
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