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 […]
