Primary Responsibilities
Work directly with clients to effectively manage their needs and preferences
Obtain and process all client information and transactions
Answer client questions or concerns in a timely, informative, and professional manner
Seek assistance and report major problems to upper management
Create new accounts and maintain client portfolios
Compile and update necessary documents, contracts, etc.
Prepare and submit performance reports to clients in defined frequency.
Ensure compliance with necessary specifications and regulations
Develop and foster growth within existing client
Frequently check-in with clients to confirm their satisfaction of services provided
Inform clients of any new available services or updates to existing ones
Assist with and contribute to marketing and advertising initiatives
Exhibit expert knowledge regarding the products and services offered
Work according to set standards and operating procedures
Knowledge And Skills
Bachelor's/Master's degree in business, finance or related field
Proficient in Microsoft Excel
Highly detail-oriented
Excellent communication skills both oral and written
Advanced Analytical Skills and Problem Solving ability
Exceptional customer service skills
Self Starter, Thrives in a fast-paced environment