Job Summary: 

• Answering phones and interacting in person with clients to handle account-related inquiries
• On-boarding clients (generating initial paperwork, follow-up and progress monitoring)
• Appointment setting & scheduling
• Preparing and processing client servicing forms
• Performing all basic office tasks including drafting correspondence and assisting with preparing client reports and proposals
• Providing support to Management and Advisors on special projects
• Assisting advisors with branch compliance and industry requirements
• Participating in ongoing education and development of skills relating to business
• Understand client requests and conduct high-level industry research to deepen grasp of client knowledge gaps
• Work with High profile clients in different verticals/industries
• Conduct extensive industry expert searches and recruit them on various platforms (internal databases and external recruiting platforms), using warm and cold email and phone outreach.
• Connect clients with industry experts through one-to-one interactions, by scheduling phone calls and other interaction types, and ensuring interactions take place

Skills on Resume:

• Client Interaction (Soft Skills)
• Client Onboarding (Hard Skills)
• Scheduling Proficiency (Hard Skills)
• Document Preparation (Hard Skills)
• Project Support (Soft Skills)
• Compliance Assistance (Hard Skills)
• Research and Analysis (Hard Skills)
• Networking and Recruitment (Soft Skills)

Job Summary: 

• Respond directly to all client and consultant inquiries: telephone, email and written correspondence.
• Queries relating to both current clients and to sales inquiries including performance information and product specifications.
• Combine the knowledge of clients and data from the CRM system to provide leads to the sales team and expand prospect lists.
• Maintain key distribution lists and take responsibility for the integrity of the CRM system.
• Monitor industry publications for people's movements and update the CRM database.
• Schedule and participate in client review meetings and phone calls.
• Organize appropriate participation and materials by affiliate managers, set appropriate agendas and do follow-up
• Assist distribution team with coordinating client meetings for Australian clients at offshore-based affiliate managers.
• Assist distribution team with coordinating domestic and international roadshows and sales trips.
• Responsible for compiling all client reporting monthly, quarterly and annually.
• Assist with formal and informal client communications (reports, emails, etc) to keep clients abreast with the latest news and analysis from affiliate managers.
• Stay abreast of the industry as a whole including competitors, institutions, consultants and industry trends and attend conferences and industry function

Skills on Resume:

• Inquiry Response (Soft Skills)
• CRM Data Management (Hard Skills)
• Lead Generation (Hard Skills)
• Distribution List Maintenance (Hard Skills)
• Meeting Coordination (Soft Skills)
• Event Planning (Soft Skills)
• Client Reporting (Hard Skills)
• Industry Awareness (Soft Skills)

Job Summary: 

• Serves as the customer’s primary contact and communication link for commercial Purchase Order (PO) execution.
• Manages the customer PO process to ensure accepted POs can be met.
• Ensures POs are in line with forecast and contract adherence.
• Communicates confirmation or counter dates back to the customer.
• Monitors customer orders from receipt to shipment
• following up with internal teams to ensure performance to on-time delivery (OTD).
• Facilitates customer order revisions and cancellations, and leads resolution with business management on inventory/cost issues associated with customer order changes.
• Manages the customer relationship through meetings, site visits, teleconferences, and other forums to ensure issues impacting firm PO deliveries are addressed and timelines are met.
• Facilitates resolution of issues impacting OTD
• Manages all customer-supplied Active Pharmaceutical Ingredient (API) and material requirements, including changes and deliveries to support the agreed site operations plan.
• Communicate with the site and the customer on supply concerns, managing risk and minimizing any impact to On-Time Delivery (OTD) and customer satisfaction.
• Facilitates routine customer requests such as inventory report requests, batch status reports, sample requests, and documentation/paperwork requests.

Skills on Resume:

• Purchase Order Management (Hard Skills)
• Forecast Alignment (Hard Skills)
• Customer Communication (Soft Skills)
• Order Monitoring (Hard Skills)
• Relationship Management (Soft Skills)
• Issue Resolution (Soft Skills)
• Supply Chain Coordination (Hard Skills)
• Customer Support Facilitation (Soft Skills)

Job Summary: 

• Identify, track and resolve client issues in an efficient and caring manner
• Provide product knowledge and answer product-related questions to individuals and advisors
• Help build the playbook we’ll use to scale client services organization while maintaining a premium level of client support
• Work closely with product area specialists to resolve detailed, technical client problems
• Apply an analytical mind to client support challenges, and help shape strategy, optimization and organizational growth
• Develop and maintain internal and external client support materials, from email templates to phone scripts to internal documentation
• Attends/supports any Customer Sales and Operations Planning (S&OP) meetings, ensuring client requirements/commitments are accurately represented.
• Regularly maintains the site’s ERP system to ensure customer demand information is accurate.
• Comply with legislative and regulatory requirements as outlined by ASIC
• Provide tax-related documents to clients and third parties
• Organize, coordinate, and maintain client paperwork

Skills on Resume:

• Issue Resolution (Soft Skills)
• Product Expertise (Hard Skills)
• Playbook Development (Hard Skills)
• Technical Problem Solving (Hard Skills)
• Analytical Strategy (Hard Skills)
• Material Development (Hard Skills)
• ERP Management (Hard Skills)
• Regulatory Compliance (Hard Skills)

Job Summary: 

• Compile various information and analytics in a meaningful way to drive wisdom for team and clients
• Client onboarding and account-related paperwork for a multitude of product lines in the investment, insurance and lending space
• Guide new and existing clients through the underwriting process
• Prepare investment proposals, insurance illustrations, policies for delivery, lending applications
• Process of asset/money movement via account transfers, ACH, fed funds wire, charitable gifting, policy or collateralized investment loans/ lines of credit, etc.
• Address client inquiries, review quarter end and custom reporting for clients.
• Assist clients with troubleshooting website, DocuSign, login portal
• Manage sales pipeline and client inventory
• Interface with internal and external partners to gain product and market insights
• Coordinate and prepare for weekly team meetings
• Manage client correspondence, notes, and files, and maintain compliant client records

Skills on Resume:

• Data Compilation (Hard Skills)
• Client Onboarding (Hard Skills)
• Underwriting Guidance (Hard Skills)
• Proposal Preparation (Hard Skills)
• Transaction Processing (Hard Skills)
• Client Support (Soft Skills)
• Sales Pipeline Management (Hard Skills)
• Compliance Maintenance (Hard Skills)

Job Summary: 

• Maintaining valued relationships and assisting with queries from client base
• Assist with the preparation of Statement of Advice documents
• Implementation of advice documents
• Update client portfolios in preparation for client reviews
• Assisting the advisory team to continue to deliver high service standards
• Liaising with professional networks, service providers, insurance providers, etc.
• Manage workflow to ensure the business runs smoothly and provides exceptional client experience whilst meeting business compliance requirements
• Manage Adviser appointments/schedule, including coordination of all client review appointments
• Support marketing (distribution of client newsletters, email campaigns, etc.)
• Management of all paperwork required for transactions including insurance, investment, superannuation, and self-managed super funds.
• Keep objective, comprehensive, and detailed file notes at each step of the transaction process
• Client investments are lodged in appropriate timeframe/s and follow up of all transactions to ensure the required outcome is achieved
• Highlight and escalate potential risks, issues, or concerns that go against company policy as per business service standards

Skills on Resume:

• Relationship Management (Soft Skills)
• Document Preparation (Hard Skills)
• Portfolio Updates (Hard Skills)
• Professional Liaising (Soft Skills)
• Workflow Management (Hard Skills)
• Appointment Coordination (Soft Skills)
• Marketing Support (Hard Skills)
• Compliance Oversight (Hard Skills)

Job Summary: 

• Assist with coordination of business development activities for the firm from start to finish
• Setting client appointments, attending client meetings and ensuring action items are completed and tracking outcomes
• Answer initial questions from prospective or new clients when establishing accounts and ensure ongoing client service needs are promptly and completely addressed
• Review and respond to all electronic correspondence
• Promptly address issues and concerns with professionalism and attention to resolution
• Answer non-advice-related client service issues by utilizing available resources, including but not limited to, internal resources and the home office
• Maintain up-to-date client data in the contact management system and contact database for purposes of reporting, scheduling, fee tracking and marketing purposes
• Establish and maintain client files to meet regulatory and compliance requirements, create and produce reports and databases for maintaining files and record keeping
• Complete various tasks as assigned with a high level of diligence to see a project from start to finish.
• Coordination of multiple schedules including setting client meetings
• General clerical functions for the firm (typing, filing, phones, etc.)

Skills on Resume:

• Business Development Coordination (Hard Skills)
• Client Relationship Management (Soft Skills)
• Client Communication (Soft Skills)
• Correspondence Management (Hard Skills)
• Issue Resolution (Soft Skills)
• Resource Utilization (Hard Skills)
• Data Management (Hard Skills)
• Regulatory Compliance (Hard Skills)

Job Summary: 

• Field incoming calls and emails from Financial Advisors and Sales Associates and answer inquiries or redirecting
• Review and process new client agreements.
• Process/coordinate client requests.
• Proxy voting and support.
• Maintain, write, and review procedures and make general daily operational support.
• Assist with ad hoc reporting, coordinate and support client restriction reviews.
• Participate in strategic business meetings as appropriate.
• Work with portfolio management to stay current on manager offerings and portfolio characteristics.
• Provide general operational/middle office support
• Respond to and support compliance and general audit requests
• Provide support/information required for RFP/RFI requests
• Collaborate with trading, portfolio management, operations, & sales staff to research and respond to account-related questions, changes, or issues.
• Work with executing brokers and custodians to resolve trade discrepancies and failing trades.

Skills on Resume:

• Inquiry Management (Soft Skills)
• Client Agreements (Hard Skills)
• Process Coordination (Hard Skills)
• Procedure Review (Hard Skills)
• Ad Hoc Reporting (Hard Skills)
• Compliance Support (Hard Skills)
• Cross-Department Collaboration (Soft Skills)
• Trade Resolution (Hard Skills)

Job Summary: 

• Work alongside the Alternative Investments (AI) team to manage a monthly sales pipeline
• Assist clients in processing subscriptions, transfers, and redemptions
• Collaborate with legal personnel to ensure investors are compliant with required regulations such as AML/KYC and FATCA/CRS
• Perform educational demos to onboard clients
• Manage and nurture relationships with new and existing clients
• Gain in-depth understanding of product offerings to support the AI team
• Assist in the development of new processes to further automate workflows
• Partner with the technology team to implement enhancements that support client growth
• Coordinate internally (Legal, Finance, Product, Operations, and Technology teams) to appropriately respond to inbound requests and questions
• Additional responsibilities will be determined based on capacity, skill, and interest
• Client review meeting presentation preparation
• Client communication including answering phone calls and greeting clients
• Assist with quarterly portfolio reports

Skills on Resume:

• Sales Pipeline Management (Hard Skills)
• Transaction Processing (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Client Onboarding (Hard Skills)
• Relationship Management (Soft Skills)
• Product Knowledge (Hard Skills)
• Workflow Automation (Hard Skills)
• Cross-Functional Collaboration (Soft Skills)

Job Summary: 

• Assist a team of financial advisors in supporting high net worth client family’s needs
• Provide operational business support for account management
• Manage documentation, account opening, transfers, wires, trades, purchases and all supporting documentation including reconciling investment activity
• Complete account and investment documentation accurately for estate planning and agreements
• Manage cash transfer needs daily
• Maintain and manage investment allocation and rebalance strategies
• Maintain files, including scanning, filing and maintaining client documents
• Serve as representative to other areas within the business
• Work closely with the CEO to help achieve company goals
• Synchronize all meetings and business travel, both domestically & internationally
• Obtain office supplies and handle other administrative dutie
• Manage the onboarding process for clients and be the point of contact for investors

Skills on Resume:

• Client Support (Soft Skills)
• Operational Support (Hard Skills)
• Documentation Management (Hard Skills)
• Cash Management (Hard Skills)
• Investment Strategy (Hard Skills)
• Record Keeping (Hard Skills)
• Executive Collaboration (Soft Skills)
• Client Onboarding (Hard Skills)

Job Summary: 

• Deliver exceptional client service – interface with clients, Wealth Advisors & Resource Partners, monitor client service requests, troubleshoot problems and ensure tasks are completed.
• Set up new accounts, execute asset transfers, and assist clients in completing firm and custodian paperwork.
• Assist in managing client information – submit and follow up on necessary paperwork, regularly update Redtail CRM and Envestnet Tamarac Portfolio Management software.
• Work closely as part of the service team to ensure client requests are completed accurately and efficiently.
• Assist with coordinating Client Appreciation events, surveys, and general client outreach.
• Respond to ad hoc requests from clients, CPAs, Estate Planning Attorneys and other third parties via phone, e-mail or in person.
• Interact with clients and third parties directly to support varied needs.
• Open and close client accounts and complete any corresponding paperwork for account maintenance.
• Facilitate and execute client monetary and/or securities transfers
• Troubleshoot and tackle various operational issues (accounts, client setup) utilizing a proactive approach.
• Maintain and follow processes and procedures while actively looking for opportunities to implement improvements and efficiencies.
• Support team members in daily business practices

Skills on Resume:

• Client Service Excellence (Soft Skills)
• Account Setup and Maintenance (Hard Skills)
• CRM and Portfolio Management (Hard Skills)
• Team Collaboration (Soft Skills)
• Event Coordination (Hard Skills)
• Third-Party Communication (Soft Skills)
• Problem Resolution (Soft Skills)
• Process Improvement (Hard Skills)

Job Summary: 

• Frequent client contact typically by telephone, in-person, through written correspondence and by email.
• High-level support to Financial Advisors
• Handling client inquiries and solving service transactions
• Complete and process financial paperwork for the transfer of assets and track them through the completion
• Prepare and upload documents, new accounts, checks, distribution and maintenance forms
• Set up accounts, maintain systems up-to-date with client information
• Responsible for administrative functions in investments & securities.
• Creates, maintains and researches confidential client portfolio reports using ClientWorks, client management software program.
• Management of Customer Relationship Management (CRM) software (Wealthbox).
• Assists in ensuring compliance with securities regulations.
• Follow up with new and existing clients to update status and schedule quarterly updates.
• Collect and input client meeting notes in CRM

Skills on Resume:

• Client Communication (Soft Skills)
• Financial Advisor Support (Soft Skills)
• Inquiry Resolution (Soft Skills)
• Financial Documentation (Hard Skills)
• Account Management (Hard Skills)
• Administrative Skills (Hard Skills)
• CRM Management (Hard Skills)
• Regulatory Compliance (Hard Skills)

Job Summary: 

• Providing administrative support to Financial Advisors
• Monitor and manage the Financial Advisor’s calendar and sales leads
• Field inbound phone calls, take messages, transfer calls, and manage voicemails
• Respond to client requests for forms or sales literature
• Assist with processing paperwork and client mailings
• Performing other office tasks such as copying, taking messages, distributing mail items, etc.
• Perform general administration and support functions for the office
• Correspond with clients to complete new accounts, asset transfers, and other forms
• Handle routine matters for client accounts including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face-to-face
• Research and resolve client service problems for errors
• Record all transactions on appropriate logs
• Set up client files and obtain necessary information

Skills on Resume:

• Administrative Support (Hard Skills)
• Calendar Management (Hard Skills)
• Communication Handling (Soft Skills)
• Document Processing (Hard Skills)
• Mail Management (Hard Skills)
• Client Correspondence (Hard Skills)
• Problem Resolution (Soft Skills)
• Record Keeping (Hard Skills)

Job Summary: 

• Research and respond to routine client inquiries via phone, email, and other contact methods
• Partner with clients and the wealth advisory team in the establishment of new accounts within internal guidelines
• Assist with relationship onboarding tasks such as prepping account paperwork, and tracking setup via custodian partners
• Leading welcome and training calls for new clients
• Execute account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations and other special requests
• Maintain and update client files utilizing internal systems including CRM (Salesforce) and portfolio management databases (APX/Black Diamond)
• Escalates client issues, providing background to senior members of the team
• Participate in team meetings and collaborate with the operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures.
• Create and maintain goal-based financial plans that include equity grant diversification
• Place trades and initiate journals/transfers at the custodian
• Maintain compliant electronic client files and logs
• Set up and maintain clients R-MD's
• Maintain calendar for investment advisor’s appointments and match to schedule once (scheduling program).

Skills on Resume:

• Client Communication (Soft Skills)
• Account Setup (Hard Skills)
• Onboarding Support (Hard Skills)
• CRM Management (Hard Skills)
• Issue Escalation (Soft Skills)
• Team Collaboration (Soft Skills)
• Financial Planning (Hard Skills)
• Appointment Scheduling (Soft Skills)

Job Summary: 

• Various office management duties
• Assist in day-to-day client service activities and assist advisors in the preparation of client documentation
• Mastery of firm software programs and use of Money Guide Pro (planning software) for assigned clients
• Strengthen business relationships with current clients
• Assist with advisor needs such as setting up new accounts, transaction status, money movement, transfer of account, retirement services, disability/life/long-term care insurance, and various other account maintenance topics
• Provide outstanding client service and document in a Client Relationship Management (CRM) platform
• Keep up to date on news and announcements about investments
• Spearhead and updated all marketing presentations
• Attend networking events on behalf of the firm
• Work closely with financial advisors to complete client action items
• Create rebalance worksheets and investment proposals to assist with investment portfolio recommendations

Skills on Resume:

• Office Management (Hard Skills)
• Client Documentation (Hard Skills)
• Software Proficiency (Hard Skills)
• Relationship Strengthening (Soft Skills)
• Account Setup Assistance (Hard Skills)
• Client Service Excellence (Soft Skills)
• Market Awareness (Hard Skills)
• Event Networking (Soft Skills)

Job Summary: 

• Complete prospective consultant, client, and investor RFPs, DDQs, and RFIs
• Handle consultant and client requests, manage consultant databases for products
• Maintenance of standard answers database
• Regularly communicating with stakeholders
• Utilizing CRM to track opportunity information and activities
• Liaising with operations staff, investment professionals, client service offers, and other internal teams
• Manage cashier, trading and client tasks in CRM
• Initiate custodial forms for electronic delivery/signature
• Run quarterly performance and tax reports and resolve financial data discrepancies
• Prepare financial advisor meeting notes for client review meetings
• Create and maintain goal-based financial plans that include equity grant diversification

Skills on Resume:

• RFP Management (Hard Skills)
• Client Interaction (Soft Skills)
• Database Maintenance (Hard Skills)
• Stakeholder Communication (Soft Skills)
• CRM Proficiency (Hard Skills)
• Team Liaison (Soft Skills)
• Financial Reporting (Hard Skills)
• Financial Planning (Hard Skills)

Job Summary: 

• Preparation of reports and other materials for client and prospect meetings
• Help clients with day-to-day operational needs
• Educate clients on account services and capabilities
• Investment analysis including asset allocation studies, fund and manager research and due diligence
• Organize logistics for team marketing events and maintain team marketing materials
• Keep management systems up to date with client information
• Perform business analytics to support Financial Advisors grow business
• Analyze and interpret portfolio performance reviews to make recommendations for potential changes
• Deliver superior client service.
• Play an important role on small teams assigned to each client account, helping to provide a high level of service to the firm’s clients, troubleshooting problems, serving as a liaison between team and client
• Completing market research and competitive analysis
• Collaborating with Business Development and Client Service on long-term internal research and client servicing development and execution of initiatives

Skills on Resume:

• Report Preparation (Hard Skills)
• Client Education (Soft Skills)
• Investment Analysis (Hard Skills)
• Event Logistics (Hard Skills)
• Data Management (Hard Skills)
• Business Analytics (Hard Skills)
• Portfolio Interpretation (Hard Skills)
• Collaborative Development (Soft Skills)

Job Summary: 

• Work on lead generation projects to support AI sales activities.
• Maintain a close watch on trends in the hedge fund industry and relevance to Lazard’s business.
• Undertake market research to examine the competitive universe.
• Help to generate reports and updates, business plans and pipelines for Senior Management.
• Support coordination of new product launches with marketing, legal and operations.
• Assist with prep work for marketing to prospective investors and the coverage of LAM AI client relationships from a client service perspective.
• Attend sales and client meetings and support with note-taking and CRM management.
• A key member of the team that handles client and accountant queries and requests, set up custodial accounts, assists client in completing firm and custodian paperwork
• Attend to recurring and ad hoc cash and security transfer requests
• Initiation of trades with various managers and custodians and general support of portfolio and investment strategies
• Manage client information within Portfolio Management and Accounting Software
• Review client transactions, activities and alternative investment valuations.

Skills on Resume:

• Lead Generation (Hard Skills)
• Industry Trend Analysis (Hard Skills)
• Market Research (Hard Skills)
• Report Generation (Hard Skills)
• Product Launch Coordination (Hard Skills)
• Marketing Support (Hard Skills)
• CRM Management (Hard Skills)
• Portfolio Management (Hard Skills)

Job Summary: 

• Provide both pre-sale and post-sale client support by phone, email, and chat on a diverse set of financial solutions, products and services.
• Respond to client inquiries and resolve or escalate issues in a professional manner.
• Become an expert in and provide training and assistance on the products and services.
• Take charge and act as a primary liaison between the front business and customer, cooperating with internal teams such as the Product team and Engineers.
• Find upsell and renewal opportunities for the sales team.
• Fully verse yourself in the product and service offering of client to best meet customer needs
• Intuitively identify, research and contact prospective customers
• Develop rapport with key decision-makers and schedule new business meetings
• Build on existing relationships to obtain return business
• Coordinate monthly client statements and quarterly management fees
• Interaction with all levels of management in the firm regarding client accounts

Skills on Resume:

• Client Support (Soft Skills)
• Issue Resolution (Soft Skills)
• Product Expertise (Hard Skills)
• Internal Liaison (Soft Skills)
• Sales Upselling (Soft Skills)
• Customer Prospecting (Hard Skills)
• Relationship Building (Soft Skills)
• Financial Coordination (Hard Skills)

Job Summary: 

• Maintain existing client relationships by processing client requests, promptly responding to and resolving client inquiries and needs
• Ensure that key client data, compliance requirements and documentation are complete, accurately filed, and up-to-date.
• Keep the CRM (Customer Relationship Management) system up-to-date and organized for each client profile.
• Coordinate the onboarding process for new clients.
• Collect the documents and client information needed to satisfy account opening and compliance requirements, and then prepare the necessary new account paperwork.
• Onboarding includes communicating directly with clients to obtain client statements and other relevant documents.
• Complete and send electronic paperwork and/or hard copy paperwork from third parties.
• Involve communicating directly with the client(s), third parties such as accountants, attorneys, clients’ family members, insurance companies, alternative investments, 529 companies, etc.
• Be responsible for telephone coverage, preparing for client meetings, maintaining hard copy and electronic filing in an orderly fashion, printing overnight labels and envelopes, printing and copying client reports, statements and informational documents
• Managing office supply needs for the office and supporting team members with various projects as they arise
• Be responsible for administrative updates, obtaining and organizing tax documents, account maintenance updates, data consolidation reports, compliance documentation, etc.
• Work to identify additional opportunities to help the firm and its clients

Skills on Resume:

• Client Relationship Maintenance (Soft Skills)
• Compliance Management (Hard Skills)
• CRM Proficiency (Hard Skills)
• Onboarding Coordination (Hard Skills)
• Document Collection (Hard Skills)
• Direct Communication (Soft Skills)
• Administrative Organization (Hard Skills)
• Opportunity Identification (Soft Skills)

Job Summary: 

• Handle all administrative, operational and technical processes of business carried out by the Financial Consultant
• Assist and provide a high level of service to internal and external customers.
• Perform established protocols focused on customer service.
• Prepares proposals, and presentations and manages all paperwork.
• Open accounts and perform necessary maintenance.
• Handle files documents and correspondence.
• Continue to improve the ability to work quickly and efficiently under time pressure.
• Maintain an organized list of outstanding tasks, listed in priority order.
• Proactively communicate with the team as tasks are added to the list and as projects are completed.
• Consistently work with managing partners on outstanding items to ensure completion while maintaining strong organization of action items and any necessary documents.
• Training & Position Knowledge: Proactively engage in available training and education programs to gain additional knowledge
• Stay up to date on all compliance requirements, changes to custodian processes/technology, and also any changes to technology platforms.

Skills on Resume:

• Administrative Support (Hard Skills)
• Customer Service (Soft Skills)
• Proposal Preparation (Hard Skills)
• Account Management (Hard Skills)
• Document Handling (Hard Skills)
• Task Prioritization (Soft Skills)
• Proactive Communication (Soft Skills)
• Compliance Awareness (Hard Skills)

Job Summary: 

• Maintain calendar and database for Financial Advisor
• Analyzing reports to determine appropriate action to be taken on behalf of client accounts
• Researching client issues and preparing for appointments
• Collect, organize, and synthesize personal and financial client information
• Opening, closing, transferring, and maintaining accounts
• Perform clerical functions related to opening client accounts, maintaining accounts, and processing transfers.
• Organize and assist in the maintenance of complete client accounts and trade-related records for advisors and required files for the branch office.
• Assist advisors’ requests and address any issue promptly based on the current procedure.
• Conducts research and analytical studies, preparing reports that include cost analyses, comparative financial data, and informational data to support findings.
• Registers cashiering transactions.
• Manages customer call requests and handles routine inquiries.
• Generates, manages and monitors daily reports, tax reports and end-of-year reports.

Skills on Resume:

• Calendar Management (Hard Skills)
• Data Analysis (Hard Skills)
• Client Research (Hard Skills)
• Information Synthesis (Hard Skills)
• Account Management (Hard Skills)
• Clerical Functions (Hard Skills)
• Issue Resolution (Soft Skills)
• Report Generation (Hard Skills)

Job Summary: 

• Maintain insurance licenses and manage carrier appointments for brokers in the McLean office
• Gathering reporting information and composing internal Excel review
• Email client to obtain updated information and provide Advisor with notes from prior meeting
• Assist advisor and department manager with quotes, applications and execution of life, disability, and long-term care policies
• Obtain quotes, provide the client with application paperwork and submit an application
• Set up exams and track through underwriting
• Issue policy, premium and any delivery requirements
• Advise the Planning Team to add to the Wealth Vision site
• Add to internal client review, handle billing reminders
• Execute policy changes (address, beneficiary, owner, terms, premiums, etc.)
• Maintain current records of corporate policies

Skills on Resume:

• License Management (Hard Skills)
• Data Reporting (Hard Skills)
• Client Communication (Soft Skills)
• Policy Quotation (Hard Skills)
• Application Processing (Hard Skills)
• Underwriting Coordination (Hard Skills)
• Policy Administration (Hard Skills)
• Record Keeping (Hard Skills)

Job Summary: 

• Fully understand and become conversant in all aspects of the modeling software products and able to explain to clients
• Support the onboarding, implementation and technical support to support clients
• Lead training for multiple cyber insurance clients across the entire cyber insurance value chain
• Take responsibility for overall client relationships
• Respond to client requests to exceed expectations relating to the delivery of services and special projects relating to security matters as they arise
• Collaborate with other functions to deliver excellent results for clients to ensure renewals and cross-sell/upsell opportunities.
• Drive client delight in all aspects of the use of software products
• With limited supervision, oversee client onboarding and training
• Work with advisors in obtaining the required documents based on the type of account(s) established
• Communicating the status of accounts to advisors and escalating issues
• Provide reports and other information to the Service Manager
• Assist with the creation and implementation of workflows and procedures to improve efficiency and enhance the client experience.

Skills on Resume:

• Software Proficiency (Hard Skills)
• Client Onboarding (Hard Skills)
• Training Leadership (Hard Skills)
• Relationship Management (Soft Skills)
• Service Delivery (Soft Skills)
• Cross-functional Collaboration (Soft Skills)
• Communication Skills (Soft Skills)
• Workflow Optimization (Hard Skills)

Job Summary: 

• Opening/closing accounts, managing cash flows, client reporting/due diligence, and timely response to client inquiries.
• Maintain Client Relationship Management (CRM) database with client information.
• Create client presentations and communications.
• Provide general office support to advisors.
• Work with senior investment professionals and wealth analysts to develop client wealth forecast analyses.
• Answer subscriber questions related to investment newsletters and strategies.
• Liaise with various departments, including portfolio management, compliance, and operations.
• Put together client presentations and proposals.
• Assist with event planning, marketing, and other business development functions
• Prepare and verify information for client forms, applications, and other documents
• Update and maintain client database
• General office duties, i.e. answer phone, USPS, UPS

Skills on Resume:

• Account Management (Hard Skills)
• CRM Proficiency (Hard Skills)
• Presentation Creation (Hard Skills)
• Office Support (Soft Skills)
• Wealth Forecasting (Hard Skills)
• Interdepartmental Liaison (Soft Skills)
• Event Coordination (Soft Skills)
• Data Verification (Hard Skills)

Job Summary: 

• Ensure quality research and support for clients.
• Be client advocates and create the best possible resolution to client inquiries.
• Develop strong relationships with clients by providing reliable solutions and recommending ways and means for them to maximize tools.
• Be a channel for client feedback.
• Coordinate with Commercial, Content and Product Management team to resolve client inquiries.
• Help content teams develop accuracy by providing real-time client feedback.
• Echo clients’ ideas and feedback to Product Management team to make sure that relevant to the market.
• Handle account-related requests for money movement and contact info updates in a timely manner.
• Provide customer service to clients who need assistance accessing account portal or generating reports.
• Provide administrative support to BDO with appointment setting and account opening.
• Assist with data gathering for financial plans.
• Work with the operations team on workflows (new account opening, account closing, objective change).

Skills on Resume:

• Quality Research (Hard Skills)
• Client Advocacy (Soft Skills)
• Relationship Building (Soft Skills)
• Feedback Coordination (Soft Skills)
• Inquiry Resolution (Hard Skills)
• Data Accuracy Support (Hard Skills)
• Administrative Assistance (Hard Skills)
• Workflow Management (Hard Skills)

Job Summary: 

• Work with the investment advisor(s) to generate reports and analyses used for client presentations, proposals, and portfolio analysis
• Plan and manage details involved in the new account onboarding process
• Create, develop, and refine operational processes that enhance and support client relations
• Field inbound inquiries and respond to business development requests
• Coordinate client appointments via inbound/outbound phone contact and/or email
• Manage online database and data entry, customer service
• Track client service requests through to the final resolution
• Process client paperwork and maintain client files
• Create marketing materials and assist with updates to the site
• Roles & responsibilities include/Client Services Associate - 605
• Support the sales teams with sales materials, media plans
• Work side-by-side with the Sales team to upsell existing business

Skills on Resume:

• Report Generation (Hard Skills)
• Account Onboarding (Hard Skills)
• Process Development (Hard Skills)
• Client Communication (Soft Skills)
• Appointment Coordination (Soft Skills)
• Database Management (Hard Skills)
• Client Service Tracking (Hard Skills)
• Sales Support (Soft Skills)

Job Summary: 

• Providing proactive and highly responsive service to clients and actively and positively supporting and collaborating with colleagues.
• Assist with onboarding, asset transfer, and money movement and manage and service client accounts.
• Support client advisors in efforts to exceed client expectations.
• Act as a liaison between clients, custodian and portfolio managers, advisors and other third-party client advisors (e.g., CPAs, auditors, title companies, etc.).
• Assist with the preparation of investment reports and interim performance reports.
• Input and update client information in multiple systems to ensure the accuracy of client data.
• Identifying future and current hiring needs and creating a process to effectively hire “best fit” candidates and establish relationships with managers, account managers and candidates
• Contact active and passive candidates, and conduct skill-based interviews
• Conduct behavioral, skill-based, technical and star-style interviews with candidates
• Work with managers/account managers to develop and update job descriptions and job specifications
• Help build a pipeline of resources for contract needs
• Demonstrate sound decision-making abilities when extending job offers
• Assist with the onboarding/off-boarding process including orientations, handling legal documentation, immigration and exit interviews

Skills on Resume:

• Client Relationship Management (Soft Skills)
• Onboarding and Off-boarding (Hard Skills)
• Performance Reporting (Hard Skills)
• Data Accuracy Maintenance (Hard Skills)
• Recruitment Process Management (Hard Skills)
• Interviewing Techniques (Soft Skills)
• Job Description Development (Hard Skills)
• Decision Making (Soft Skills)