Russell Tobin is recruiting Entry Level Business Major candidates for 6 months contract to hire roles within Nashville, TN area.
A Client Associate services clients and provides operational and administrative support to Financial Advisors.
* Educate clients on account services and capabilities
*High volume of calls.
* 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
* 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 activities
* Identify service opportunities for clients