Part Time Client Service Associate Part TimeNEW
Services a high volume of daily interactions, including basic inquiries and scheduling of meetings. Works both independently and within a team environment to provide crucial support to the financial advisors and branch office. Meeting preparation, including room set up and assembly, scan, and copy of meeting documents. Vendor management. Meeting follow up, including emails and phone calls. Client communication management, including greeting cards and other marketing materials. Event planning and logistics. Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients. Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor. Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and pr…Client Service, Associate, Part Time, Client Relations, Financial Advisor, Benefits, Retail
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