
Client Relationship Specialist
6 days ago
We are seeking a skilled Client Services Manager to join our team.
Main Responsibilities- Build and maintain strong relationships with existing clients by understanding their needs and providing tailored services.
- Develop strategies to increase client satisfaction through regular communication and proactive issue resolution.
- Collaborate with internal teams to ensure seamless client onboarding, reporting, and meeting coordination.
- Stay up-to-date on industry trends and company policies to provide expert guidance to clients.
- Provide exceptional administrative support including order placement, scheduling, travel arrangements, and expense management.
We are a leading provider of neo-wealth-and-asset-management solutions dedicated to delivering world-class results for our clients. We value client-centricity, financial expertise, and advisor support in achieving exceptional outcomes.
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