The role involves providing proactive support to clients, ensuring their needs are met.
About the Job
This is an opportunity to develop long-term rapport with aligned clients and attend client meetings as required.
* Perform administrative functions including data management and preparation of reports.
* Manage client correspondence adhering to internal procedures.
The successful candidate will be responsible for engaging with clients, developing relationships, and providing support in a fast-paced environment.
Key Responsibilities
Key responsibilities include:
* Engaging with clients and providing proactive support.
* Developing long-term rapport with aligned clients.
* Attending client meetings as required.
* Performing administrative functions.
* Managing client correspondence.
The ideal candidate will have excellent communication skills, attention to detail, and a strong work ethic.
A supportive team environment, opportunities for growth and development, and a chance to make a real difference in people's lives are offered in return.
Benefits
Benefits include:
* A supportive team environment.
* Opportunities for growth and development.
* A chance to make a real difference in people's lives.
Join us to help people feel good about their money and live better lives.