Registered Client Associate, (Client Experience & Marketing)
About this role
Registered Client Associate, (Client Experience & Marketing)
United States - Florida, United States - Georgia, United States - Pennsylvania
Business management, administration and support
Global Wealth Management
Key responsibilities
- Deliver a best in class client experience. Elevate the team’s brand. Make the partners more effective. This role sits at the intersection of client service, marketing/brand execution, and partner leverage. You’ll ensure clients are well taken care of, the team is brand is delivered professionally, and partners stay focused on high value work.
What you’ll own:
- manage client service workflows: account opening, maintenance, documentation, and follow through
- keep CRM and management systems accurate, current, and reliable
- prepare meeting materials, reports, and post meeting deliverables
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