Are you truly service oriented? Do you know how to take care of people?

We’re looking for a [job title] to:

• Enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• organize logistics of team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities