Job Description

What is the opportunity?The Client Experience Associate is the first line of support and problem resolution for selected products and services. The successful candidate will apply experience and complete working knowledge of the job and policies/practices to perform a combination of routine tasks and varied administrative/operational assignments.What will you do?

Help manage incoming communications from clients, Advisors and other internal and external partners.

Provide attentive and accurate service to clients and respond to their needs

Complete administrative tasks to help the Management team: manage office stationery orders, boardroom scheduling, and provide support to the Branch Operations Manager when needed.

Complete administrative and operational tasks to support Advisor teams: process incoming and outgoing funds, process account opening and maintenance documentation, etc.

Answering inbound cus...