What are the responsibilities and job description for the Financial Service Representative position at GemHarvest Executive Recruiting?
About the Role
As a Client Service Associate, you will be responsible for providing exceptional service to our high net worth clients. You will serve as a primary lead for client onboarding and private wealth client services, ensuring seamless transitions and delivering personalized support. Your goal is to build strong relationships with clients, provide tailored solutions, and exceed their expectations.
Key Responsibilities:
As a Client Service Associate, you will be responsible for providing exceptional service to our high net worth clients. You will serve as a primary lead for client onboarding and private wealth client services, ensuring seamless transitions and delivering personalized support. Your goal is to build strong relationships with clients, provide tailored solutions, and exceed their expectations.
Key Responsibilities:
- Support Private Wealth Clients and Advisors in Client Services and Trading
- Deliver outstanding client experiences through proactive communication and personalized support
- Collaborate with cross-functional teams to drive client satisfaction and loyalty
- Maintain accurate records and reporting to ensure compliance and quality control
