Advisor, Member/client sales and service
Core
Solicit and develop business relationships with members and clients, providing customer service and selling specialized products and services through multiple distribution channels.
Role type
Member/Client Sales and Service Advisor
Builds
Specialized products and services tailored to member/client needs
Domain
Financial services / Member services
Deliverable
client delivery
Required skills
Interpersonal savvy, Data analysis, Needs assessment, Solution proposal, Client retention, Operational risk identification
Preferred skills
Knowledge of latest standards and products in the field
Responsibilities
Establish advisory relationships and support client retention, Review and analyze client needs data, Assist members and clients with personalized solutions, Identify operational risks and improvement opportunities, Ensure member/client satisfaction and service quality
Seniority
Entry-level, hands-on IC