Job Title: Investment Client Service Associate

Job Description:

• Provide exceptional client service to investment clients through phone, email, and in-person interactions.
• Assist clients with inquiries, account set-up, and problem resolution.
• Develop and maintain strong client relationships to ensure client satisfaction and retention.
• Collaborate with investment advisors and portfolio managers to address client needs.
• Stay up-to-date on investment products, services, and industry trends to effectively communicate with clients.
• Prepare reports, presentations, and documents for client meetings.
• Handle administrative tasks related to client accounts and transactions.
• Follow compliance and regulatory requirements in all client interactions.

Qualifications:

• Bachelor's degree in Finance, Business, Economics, or related field.
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