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Client Advisor Assistant Hybrid
2 months ago
Job Summary:
We are seeking a highly motivated and detail-oriented Client Advisor Assistant Hybrid to join our team at MyCareersFuture. As a key member of our client support team, you will play a critical role in providing exceptional service to our clients and supporting our Client Advisors in their daily activities.
Key Responsibilities:
- Client Support: Provide timely and satisfactory support to clients, responding to their queries and resolving their issues in a professional and courteous manner.
- Financial Advisory Services: Assist Client Advisors in providing ongoing financial advisory services to clients, including the compilation and provision of marketing presentations, research reports, and investment products.
- Administrative Support: Provide administrative support to the team, including collating reports, preparing client documents, and following up with clients as needed.
- Team Support: Assist the team with ad hoc administrative duties to ensure optimal client service is provided.
Requirements:
- Education: Possess a minimum Local Diploma or related equivalent.
- Training Provided: No experience required, as comprehensive training will be provided.