Maintain presence at front desk, answers phones and directs calls, greet clients, escort clients to conference rooms, and serve clients a beverage. Maintain conference rooms and keep supplies filled. Provide clients with password and minimal technical assistance for statements. Prepare detailed client meeting packets for monthly, quarterly, or annual account. reviews according to each client’s packet requirements for advisor meetings. Run reports...
What you will do. Become acquainted with the functions of each division within the Company. Gain a hands-on understanding of the Operations Division including trade processing, client deposits and disbursements, transfers, and asset reconciliation. Work in the Middle Office to learn how to onboard and offboard clients, as well as. master the DocuSign process. Learn to navigate the software and systems while shadowing the Client Service. Specialis...
Maintain presence at front desk, answers phones and directs calls, greet clients, escort clients to conference rooms, and serve clients a beverage. Maintain conference rooms and keep supplies filled. Provide clients with password and minimal technical assistance for statements. Prepare detailed client meeting packets for monthly, quarterly, or annual account. reviews according to each client’s packet requirements for advisor meetings. Run reports...
