Client Services Associate

7 days ago

Lucknow Uttar Pradesh, India raj prints Full time

Work with clients and colleagues to ensure proper account opening procedures and documentation
- **Schedule and prepare for client meetings; enter and maintain client data in financial planning and portfolio analysis software, prepare reports and other deliverables**:

- Maintain thorough notes from client meetings; manage projects related to financial planning, investment policy statements, and other deliverables
- **Assist with day-to-day client service requests; proactively resolve clients’ issues and concerns ** Administrative duties such as handling telephones, mailing, filing and processing forms
- **Comply with all industry rules, regulations and firm policies**:

- **Bachelor’s Degree Required; Finance or Business degree preferred - Proficiency in Microsoft Word, Excel & PowerPoint**:

- **Excellent attention to detail, solid follow-up skills, and the ability to think strategically and solve problems**:

- **Superior interpersonal, organizational and client service skills; work effectively in a highly collaborative team environment**:

- **Skilled at planning, organizing, prioritizing and executing simultaneous projects and activities; proven ability to work under pressure and adapt quickly to change**:

- **Strong computer skills; ability to quickly learn new software - Intellectual curiosity and a sense of humer**

Schedule:

- Day shift

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

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