Enhance client satisfaction as an Administrative Associate through effective administration and support. Your role includes managing processes and executing trades for Wealth Advisors while providing exceptional client service.
In this pivotal role, you’ll ensure smooth client administration and effective communication. You are tasked with demonstrating high levels of service, responding to inquiries, and resolving issues promptly. Furthermore, your responsibilities will extend to providing marketing support and growth tracking for advisors.
Key Responsibilities:
• Manage client administration and escalations efficiently
• Support portfolio reviews and enter client trades
• Respond to client inquiries in a timely manner
• Coordinate marketing materials and events
• Track and report on business growth targets
Requirements:
• Experience in the securities industry
• Must be an approved Investment Representative (IR)
• Excellent verbal and written communication skills
• Strong organizational and time management abilities
• Exceptional client service orientation
Leverage your skills in administration and client service to make a meaningful impact within a energetic team.
#J-18808-Ljbffr