Found Description
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude to take charge of the immediate needs of members and clients by offering simple and rapid solutions in investment, financing, and protection, all in line with the action plan. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide significant business development support, assist members and clients with excellent customer service, create offers for routine transactions, and help sell products and services based on members’ needs and current strategies and practices. You tailor your approach to members’ and clients’ needs. More specifically, you will be required to:
Responsibilities
- Handle client request...