Responsibilities
- Serve as the primary point of contact for assigned clients, building and maintaining strong relationships based on trust and integrity.
- Proactively communicate with clients to address inquiries, provide updates on account activity, and offer support as needed.
- Anticipate client needs and identify opportunities to enhance the client experience through personalized service and attention to detail.
- Assist financial advisors in managing client portfolios, including account opening, transfers, and account maintenance.
- Prepare and process client paperwork accurately and efficiently, ensuring compliance with regulatory requirements and internal policies.
- Coordinate client meetings, including scheduling, agenda preparation, and post-meeting follow-up.
- Collaborate with internal teams to resolve client issues and inquiries in a timely manner, demonstrating a commitment to exceeding client expectations.
- Maintain accurate client records and documentation, utilizing CRM software and other tools to track client interactions and account activity.
Requirements
- Bachelor's degree in finance, business administration, or a related field.
- 3+ years of experience in client service within the financial services industry, preferably in wealth management or investment advisory.
- Strong understanding of financial products and services, including investment vehicles, retirement accounts, and insurance products.
- Excellent communication and interpersonal skills, with the ability to build rapport with clients and collaborate effectively with internal teams.
- Detail-oriented with strong organizational skills and the ability to prioritize and manage multiple tasks in a fast-paced environment.
- Proficiency in Microsoft Office Suite and CRM software (e.g., Salesforce) preferred.
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