Client Relations Associate recruitment

The Associate coordinates all institutional client activities, serving as the central point of contact for internal and external constituents associated with a client relationship. Associates are in constant communication with various internal departments to ensure that client expectations are met or exceeded. This includes building effective and trusted relationships first and foremost with their Advisor and/or Client Relationship Manager, but also with portfolio management, operations and client reporting, legal and compliance, among others.Associates are expected to have at least 3-5 years Read more […]

June 10, 2009 • Tags: , • Posted in: Financial • Comments Off on Client Relations Associate recruitment