Registered Client Services Associate recruitment

The Client Service Associate is the primary point of contact for all service related needs.  He/she is responsible for establishing, maintaining and building client relationships.Provide high quality, high touch service for all forms (phone, email, etc…) of communicationManage daily client transactions and inquiries accurately and quickly.Resolve client inquiries and problems through effective interaction with clients and advisorsManage general account inquiries and maintenanceCoordinate and support the following actions:account opening and fundingtransfer of securitiesstatement requests tax Read more […]

March 11, 2012 • Tags: , • Posted in: Financial • Comments Off on Registered Client Services Associate recruitment