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Client Associate

Experis Pasadena, CA
  • Posted: 10 days ago
  • Other



Client Associate

Pasadena, CA

Contractual assignment

A Client Associate services clients and provides operational and administrative support to Financial Advisors.

Key Responsibilities:


* Educate clients on account services and capabilities
* Input data in to financial planning tools
* Assist with the preparation of reports and other materials for client meetings
* Ensure appropriate documentation is collated for new accounts and service requests

Key Deliverables:


* Leverage communications channels to enhance relationships with clients
* Maintain management systems with up to date client information
* Organize logistics for team marketing events and maintain marketing materials
* Provide team with calendar detailing daily, weekly and monthly activitie
* Identify service opportunities for clients

Experis is an Equal Opportunity Employer (EOE/AA)

Experis

Experis is a global leader in matching talented professionals to our vast client network of admired companies of all sizes and industries. Experis doesn’t just find you a job. We give you the power to create a career path, acquire in-demand skills, reach for new opportunities and achieve your goals. With an understanding of your unique talents, experience and interests, our specialized recruiters connect you to the right positions to accelerate your professional success.

Address

Pasadena, CA
USA

Website

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