Business Development Assistant

7 days ago


San Antonio, Texas, United States SWBC Full time
About the Role

SWBC is seeking a highly skilled and motivated individual to join our team as a Client Service Associate. This is an exciting opportunity to work with a leading financial services company and contribute to the success of our business.

Key Responsibilities
  • Provide exceptional customer service to our clients, responding to their inquiries and resolving any issues in a timely and professional manner.
  • Assist our financial advisors in building relationships with clients, identifying new business opportunities, and delivering exceptional service to enhance client satisfaction.
  • Travel to various locations to support client events, seminars, and other business activities.
  • Manage client accounts, including updating records, processing transactions, and maintaining accurate documentation.
  • Develop and implement marketing campaigns to promote our services and products to existing and potential clients.
  • Collaborate with our sales team to identify new business opportunities and develop strategies to achieve sales goals.
  • Prepare and present client reports, including sales and productivity data, to support business decisions.
  • Perform other duties as required to support the success of our business.
Requirements
  • Bachelor's degree in Business, Finance, Marketing, or a related field.
  • Minimum of two years of experience in a customer-facing role, preferably in the financial services industry.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to work in a fast-paced environment.
  • Proficient in Microsoft Office, including Word, Excel, and PowerPoint.
  • Ability to travel locally and work in a team environment.
What We Offer
  • Competitive compensation package.
  • Opportunities for career growth and development.
  • Collaborative and dynamic work environment.
  • Recognition and rewards for outstanding performance.
  • Access to ongoing training and professional development opportunities.


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