Financial Service Industry * Address advisor and client needs promptly and professionally with excellent follow-through and communication. * Facilitate opening new accounts and ongoing account administration for investments and insurance products. * Acting as main point of contact for the firm, answering and routing calls, answering and routing emails, greeting and welcoming clients, following up on standardized tasks assigned by the advisor to the client, drafting and sending sophisticated client communications. * Timely scheduling of clients and maintaining advisor calendar Hybrid
Jan 03, 2025