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Client Service Representative
2 months ago
We are seeking a highly skilled Client Service Representative to join our team at Anton Murray Consulting. As a Client Service Representative, you will be responsible for providing exceptional client service to our clients and support personnel.
Key Responsibilities:
- Develop a deep understanding of assigned clients and their requirements.
- Build strong relationships with advisors and key personnel.
- Collaborate with the sales team to meet with clients and provide regular updates.
- Perform regular client calls and visits to ensure seamless adoption of new clients.
- Take ownership of all aspects of risk associated with the client, including service issues with regulatory/compliance implications.
Requirements:
- Impeccable communication skills.
- Minimum of 2+ years' experience in a wealth management, stockbroking, or FinTech environment with strong client interaction.
What We Offer:
- A dynamic and supportive work environment.
- Opportunities for professional growth and development.
- A competitive salary and benefits package.
