Client Contact Associate II

Job description

Organizes client financial data and aides in financial communications. Maintains regular communication channels with clients to gain insight into their financial goals and assists in crafting personalized financial plans to enhance their financial well-being. Handles client inquiries, troubleshoots issues, and ensures a smooth client experience. Collaborates with management to ensure timely communication of summarization reports to clients and assists in arranging follow-up meetings or calls for further discussions regarding financial plans.