Assistant Position for Financial Advisors with Client Service Focus
Elentia Consulting
Job Description
Launch your career as an assistant to financial advisors. Dive into the world of finance, engaging with clients and supporting advisors while maintaining a focus on service excellence.
The role of Assistant involves supporting financial advisors in delivering high-quality client interactions without the pressure of sales targets. Candidates should have knowledge of financial products and a willingness to learn. Previous experience in financial services or banking is highly advantageous.
Key Responsibilities:
• Assist advisors with daily administrative tasks
• Maintain effective communication with clients
• Provide exceptional service through various channels
• Complete and double-check transaction documents
• Ensure compliance while managing client information
Requirements:
• 2-5 years of relevant financial service experience
• Coursework completion in securities or investment preferred
• Excellent c...
The role of Assistant involves supporting financial advisors in delivering high-quality client interactions without the pressure of sales targets. Candidates should have knowledge of financial products and a willingness to learn. Previous experience in financial services or banking is highly advantageous.
Key Responsibilities:
• Assist advisors with daily administrative tasks
• Maintain effective communication with clients
• Provide exceptional service through various channels
• Complete and double-check transaction documents
• Ensure compliance while managing client information
Requirements:
• 2-5 years of relevant financial service experience
• Coursework completion in securities or investment preferred
• Excellent c...