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Knowledge and strong focus on processes for providing exemplary customer service; Includes customer assessment, meeting quality standards for service, and... - Indeed
The Registered Client Service Associate supports the business operations of a team of Financial Advisors.... - Indeed
Handle all written correspondence to/from clients as directed by Financial Advisor. Continually recognize an employee's responsibility to represent the total... - Indeed
Provide high level of service to existing clients consistent with the full development and maintenance of client relationship.... - Indeed
Trains other Service Associates. Contribute to the increased generation of commission and fee revenue by maintaining and enhancing client relationships while... - Indeed
Client Service Associates may not be designated speakers or present products to clients or prospective clients at such events.... - Indeed
Client service oriented; May solicit orders from clients, provide investment advice to clients, and cold call potential clients for brokerage accounts, under... - Indeed
Provide fulfillment services for clients. Demonstrated outstanding client service and interpersonal skills. The primary purpose of this position is to be the... - Indeed
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