POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support..., individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role...
that could affect the client. Address and solve client concerns, claims and queries, ensuring that the process of customer claim... and operations, to ensure that client accounts are following regulatory requirements. Continuously improve knowledge of financial...
The Client Services Associate is is responsible for providing customer service and transactional support to Wealth..., tracking, follow-up) Minimum Education and/or Certifications Requirements: Associate's degree in finance or business...