Client Financial Services Agent
Core
Provide personalized support to members and clients, assisting advisors in delivering services and maintaining business relationships while offering rapid solutions in investment, financing, and protection.
Role type
Client Financial Services Agent
Builds
Customer service interactions and sales support for financial products
Domain
Financial Services
Deliverable
client delivery
Required skills
Client relationship management, Financial product knowledge, Sales support, Customer service, Business development support, Solution recommendation
Preferred skills
Interpersonal savvy, Communication, Adaptability
Technologies
Member/client tools and channels
Responsibilities
Handle client requests and recommend appropriate solutions, Assist members and clients in choosing and optimizing their tools and channels, Participate in sales development initiatives, Support advisors with agenda and email management