Client Service Officer
Core
Implement quality financial and wealth advice strategies to assist affluent professionals and retirees in achieving their financial well-being.
Role type
Client Services professional
Builds
Financial advice strategies and client support services
Domain
Financial planning and wealth management
Deliverable
client delivery
Required skills
administration, customer service, process improvement, client relationship management, meeting organization
Responsibilities
Contribute to the implementation of advice strategies, maintain positive client relationships, assist in managing client queries, organize in-person and virtual client meetings, identify and recommend process improvements
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