Client Advisor Assistant Financial
3 days ago
Job Summary:
We are seeking a highly skilled and motivated Client Advisor Assistant Financial / Freelance to join our team at MyCareersFuture. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients.
Key Responsibilities:
- Client Support: Provide ongoing financial advisory services to clients through the compilation and provision of marketing presentations, publications/research reports/investment products/high conviction recommended lists and attend to investment product queries as required.
- Account Management: Support Client Advisors (RMs) in client interaction and attend to client queries and review and resolve client enquiries and issues in a timely and satisfactory manner.
- Administrative Support: Provides information pertaining to client accounts as well as collates reports, prepares client documents and follow-ups with clients, if necessary.
- Team Support: Support the team with ad hoc administrative duties to ensure that optimal client service is provided.
Requirements:
- Education: Possess minimum Local Diploma or related equivalent
- Experience: No experience required. Training provided
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