Client Relationship Manager - Mystic - beBeeServiceAssociate

    beBeeServiceAssociate
    beBeeServiceAssociate Mystic

    2 weeks ago

    $24,960 - $83,000 (USD) per year

    Job title: Registered Client Service Associate

    Description
    Job Role Overview
    Registered Client Service Associates play a pivotal role in delivering exceptional service to clients and supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on an ongoing basis.

    Through regular interactions with clients, individuals in this position build trusted relationships. Fostering a client-centric approach, successful candidates will possess strong interpersonal skills and be able to assist clients with their everyday needs.

    • Provide comprehensive support for FA/PWA/team members including:
      • Contributing to the cultivation and enhancement of new and existing client connections

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