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Client Relations Specialist
2 months ago
Role Overview:
Support financial advisors in managing client relationships by assisting with the development of financial strategies, conducting thorough investment analysis, and executing trades and transactions as directed by the advisor.
Key Responsibilities:
1. Collaborate with advisors to prepare and summarize client meetings, ensuring all necessary arrangements are made.
2. Conduct investment research to provide valuable insights for client portfolios.
3. Facilitate the execution of trades and transactions, adhering to compliance and regulatory standards.
Qualifications:
Strong communication skills and a commitment to client service are essential in this role, along with a foundational understanding of financial planning and investment principles.
