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View the Pay Transparency Posting. We bring the best to our people. We put our employees first and provide the best-in-class benefits they need to be well, live well and save well. Skip to main content. Apply Now Save Job. Able to clearly articulate business value proposition, matching clients with the correct set of products and services.
Directly responsible for providing timely responses to client service requests, received via telephone or email. Provides exceptional support and issue resolutionβ all client issues will be owned end to end by the associate and will be treated with a closed loop process. Builds a rapport with back-office staff and seek out highest level of support from those teams. Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement.
Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested. Accountable for identifying prospective clients interested in becoming new clients. Responsible for proactively contacting clients to identify needs and deepen relationships.
