Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs... against their business plan and client service model Remaining current on all policies, procedures, and new platforms Participating...
., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining... Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service...
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...