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Customer / Client Service Specialist

Cyberthink, Inc Nashville Contractor
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Role Purpose:

A Client Associate services clients and provides operational and administrative support to Financial Advisors.

Key Responsibilities:

Educate clients on account services and capabilities.

Input data in to financial planning tools.

Assist with the preparation of reports and other materials for client meetings.

Ensure appropriate documentation is collated for new accounts and service requests.

Key Deliverables:

Leverage communications channels to enhance relationships with clients.

Maintain management systems with up to date client information.

Organize logistics for team marketing events and maintain marketing materials.

Provide team with calendar detailing daily, weekly and monthly activities.

Identify service opportunities for clients.

Recommended skills

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