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Investment Client Service Associate

Company

The Perillo Group

Location

United States, United States

Type

Full-time

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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