
Client Relationship Associate
6 days ago
Are you a team player with excellent communication skills? We are seeking an experienced Client Relationship Associate to join our dynamic team.
Key Responsibilities:
- Coordinate daily activities with internal stakeholders and external partners to deliver exceptional results.
- Conduct thorough risk assessments, ensuring compliance with regulatory requirements.
- Support senior relationship managers in providing market insights, executing trades, and maintaining client relationships.
- Provide administrative support, including record-keeping, reporting, and data management.
- Ensure the effective operation of dealing infrastructure, processes, and systems for investment products.
- Deliver outstanding customer service, contributing to a positive overall experience.
Requirements & Qualifications:
- Bachelor's degree in a relevant field.
- Demonstrated understanding of economics, best practices, and wealth management products.
We value innovative thinkers who can contribute to our growth. If you're passionate about delivering exceptional results and have a strong work ethic, please apply.
We appreciate your interest in this opportunity and look forward to reviewing your application.
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