client service specialist - private banking - Campania - beBeeInvestor

    beBeeInvestor
    beBeeInvestor Campania

    22 ore fa

    Titolo del lavoro: Registered Wealth Management Client Associate

    Descrizione

    Role Overview:


    The Registered Wealth Management Client Associate is a vital sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors. Incumbents may also regularly assist with office initiatives and the businesses of particular Financial Advisors. For established clients, the Client Associate will often serve as the most frequent point of contact.


    Key Responsibilities:



    • Work closely with highly affluent clients.

    • Lead end-to-end onboarding and maintenance activities for new and existing clients.

    • Provide top-notch products and services to each client, collaborating with cross-line business partners

    • Employ creativity to tackle complex problems; Manage client servicing requests and account maintenance;

    ,

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