This position is responsible for acting as a liaison between clients, Financial Advisors, and back-office operations. Individual performs a variety of organizational duties related to the updating and organizing of information for the branch, client files and office files.
Position Accountabilities
Assists Financial AdvisorsEnsure that each customer receives outstanding client experience.Maintain and service client needs for both brokerage and direct accountsCommunicate with teammates inside and others outside the corporation to exchange information and/or provide customer service.Establish, maintain and update department files and/or client files and records.Compile data and perform moderate mathematical calculations such as preparing reports and correspondence as needed.Adhere to all company policies, procedures and practices, as well as applicable laws and regulations governing bank...