Client Service Representative
Client Service Representative
Posted on :
01-05-2025
Employer Active
1 Vacancy
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Job Description
Responsibilities:
- Provide professional endtoend operational support for Wealth Management advisory partners and their clients
- Respond to client inquiries through various channels to ensure quality service and operational efficiency
- Conduct basic research and resolve routine requests
- Identify and escalate potential issues or risk concerns in daily operations
- Perform general operational tasks including mail sorting and distribution
Additional Information :
Please call me atif you are interested in this role :
Remote Work :
No
Employment Type :
Contract
Employment Type
Contract
Key Skills
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