Drive client satisfaction as an Administrative Associate with a focus on portfolio support and relationship management. Handle escalations and administrative processes with keen attention to detail.
In this critical role, you will enhance client services within a wealth management framework. Your responsibilities will include assisting financial advisors with portfolio reviews, entering trades, and managing client inquiries. Building effective relationships across teams will bolster both service and growth initiatives for the business.
Key Responsibilities:
• Manage administrative processes and client escalations
• Resolve client inquiries and transactions promptly
• Assist in conducting portfolio reviews and trade entries
• Coordinate marketing materials and client events
• Track performance reports for business growth strategies
Requirements:
• Experience in the securities industry is necessary
• Must have Investment Representative (IR) approval
• Exc...