Client Service Representative
Responsibilities:
- Provide professional end-to-end 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 at 515-954-3712 if you are interested in this role :)
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