الصفحة الرئيسية الإمارات العربية المتحدة Client Services Associate
الصفحة الرئيسية الإمارات العربية المتحدة Client Services Associate
Client Services Associate
تفاصيل الوظيفة
Whyjoinus?BenefitsPaid CompanyBenefits10% annual bonus (potential to behigher, based on company performance)UnlimitedPTOAmazing culture and exposure to partneringwith executives and directorsGreat growthpathPaternity and Maternityleave401(k) match!JobDetailsJobDetailsOur firm is seeking a highly motivatedand experienced Permanent Client Services Associate to join ourdynamic team. This position offers an exciting opportunity to playa vital role in our financial services team, responsible forproviding top-notch client service and contributing to ourorganization's success. The ideal candidate will have asolid understanding of investment concepts, financial planning, andwealth management technology systems, coupled with a passion fordelivering exceptional customerservice.ResponsibilitiesProcess new account applications in atimely and efficient manner, ensuring all necessary documentationand compliance requirements are met.Preparepresentations and materials for client meetings, demonstrating asolid understanding of the client's financial objectivesand our firm's investmentstrategies.Perform various administrativeduties including maintaining client records, schedulingappointments, and coordinating communications between clients andour financial advisors.Utilize MS Office tocreate reports, manage data, and assist in the preparation offinancial plans and investmentportfolios.Respond to client requests promptlyand professionally, providing accurate information and solutions totheir inquiries and concerns.Leverage wealthmanagement technology systems to enhance client relationships,improve service delivery, and support our firm's financialstrategies.Stay updated with the latest trendsand developments in the financial services industry to provideinformed advice and service to our clients.QualificationsIdeally 1-3 years of experience in aclient services role within the financial servicesindustry.Proficient in MS Office Suite,including Word, Excel, PowerPoint, andOutlook.Solid understanding of financialplanning, investment concepts, and wealth management technologysystems.Excellent communication andinterpersonal skills, with a proven ability to build strong clientrelationships.Strong organizational andmultitasking abilities, with a keen attention todetail.Demonstrated ability to workeffectively both independently and as part of ateam.A bachelor's degree in finance,business, or a related field is highlypreferred. INT
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