Posted byRecruiter
Job Description :
- Work closely with Relationship Managers to provide assistance in client management and services
- Act as the primary point of contact for selected clients, including managing daily administrative tasks, client servicing and ensure properpliance guidelines
- Assist in client account opening, trade execution and account periodic review
- Ensure effective and timely management of all aspects of customer service delivery, including securities trading and other transactions
- Ensure strictpliance and legal guidelines are adhered to with all internal policies and external regulations
Skills and Qualifications :
1-3 years’ experience in relationship management assistant or similarStrong analytical, prioritization,munication skills and problem solving skillsPrevious wealth management experience preferredPreferred Qualifications :
Bachelor's Degree in Business Administration or related fieldMaster is a plusWork closely with your RM and be responsible to assist in serving the clientsAct as the primary point of contact for a selection clients, including managing daily administration, client servicing and attend topliance requirements.Assist clients in account openings, trade execution, periodic reviews, and administrative support.Ensure effective and timely management of all aspects of customer service delivery, including securities trading and other transactions, etcEnsure strictpliance and legal guidelines are adhered to with all internal policies and external regulations.