Client Relationship Manager
3 days ago
As a Senior Client Service Associate at Transcend Practice Management, you will be responsible for providing exceptional client service and support to our clients.
This role involves directly liaising with clients to understand their concerns, scheduling client meetings and reviews with advisors, and ensuring completeness and accuracy of client records.
The ideal candidate will have excellent communication and interpersonal skills, with the ability to influence others and provide coaching when needed.
A bachelor's degree in any field is required, and 4-6 years of experience in the financial services industry, including a minimum of 2 years in client service administration, is preferred.
Requirements:- Bachelor's degree in any field.
- 4-6 years of experience in the financial services industry.
- Minimum 2 years' experience in client service administration.
- Detail-oriented, efficient time management, and organizational skills.
- Superior interpersonal, oral, and written communications skills.
- Excellent attitude and extraordinary client service orientation.
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