Provides client service support to potentially multiple Financial Advisors (FAs), addressing all service needs of their clients
Job Summary
Provides client service support to potentially multiple Financial Advisors (FAs), addressing all service needs of their clients.
Supports enterprise strategic objectives, operational excellence goals, and client advocacy, while customizing solutions based on specific needs.
Empowers teammates to bring their whole selves to work, valuing diversity and fostering a culture-driven, resilient, results-focused, and effective work community.
Matching Summary
Provides client service support to potentially multiple Financial Advisors (FAs), addressing all service needs of their clients.
Skills & Requirements
Must-have
Client Service Support
Operational Excellence
Client Relationship Management
Risk Management
Team Activities Support
Nice-to-have
Fast-paced environment
Detail oriented
Personal development
Client experience excellence
Discretion with sensitive information
Key Requirements
High School Diploma / GED / Secondary School or equivalent