POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support... against their business plan and client service model Remaining current on all policies, procedures, and new platforms Participating...
POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support...., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining...
if/as needed Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request... and RESPONSIBILITIES: Client Support: As a senior member of the service team, provide coverage for an FA/PWA/team including...
for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling... sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners...