- Serve as the primary point of contact for client inquiries via phone, email, video conferencing, and in-person meetings.
- Assist clients with account-related questions, documentation, and service requests.
- Proactively anticipate client needs and provide solutions.
- Monitor and resolve time-sensitive requests such as trade instructions and custodian alerts.
- Process transactions accurately and ensure compliance with firm policies.
- Coordinate account openings, transfers, and money movements.
- Prepare for client meetings, including organizing materials and reports.
- Maintain and update client records in CRM systems.
- Obtain Series 65 license within the first 12 months of employment.
Microsoft OfficeCRM