Financial Services Agent, Client Services
Hybrid
Core
Support advisors in service delivery and business relationship maintenance by offering solutions for investments, financing, and protection.
Role type
Client financial services agent
Builds
Investment, financing, and protection solutions aligned with established strategies
Domain
Financial services
Required skills
Client request handling, research, agenda and email management, tool selection, sales development
Preferred skills
Self-service promotion, automation support
Technologies
Various tools and alternate channels
Responsibilities
Handle member and client requests, conduct required research, support tool selection for self-service, seize business opportunities, participate in sales development
Seniority
Mid-level, 3+ years experience