Are you a true team player? Willing to step up and help, but just as important not afraid to ask for help? Are you a problem solver? And finally truly service oriented.
We're looking for a Registered Client Service Associate to:
• Work with clients to help get answers to their questions
• Time manage efficiently
• Time manage emails/communications
• Able to juggle multiple projects
• Work in fast paced environment
• 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