What are the responsibilities and job description for the Wealth Management Assistant position at Family Wealth Strategies?
Key Responsibilities
As a Client Service Administrator at Family Wealth Strategies, your primary responsibilities will include:
- Providing exceptional client service and support to existing and prospective clients.
- Preparing new business, including application processing and account setup.
- Maintaining accurate and up-to-date client records and databases.
You will also be expected to:
- Develop and maintain strong relationships with clients and internal stakeholders.
- Contribute to the growth and development of our business through effective teamwork and collaboration.
