What are the responsibilities and job description for the Client Service Specialist position at Traveka Wealth?
Company Overview:
Traveka Wealth is a leading provider of wealth management solutions. We are committed to delivering exceptional service to our clients and helping them achieve their financial goals.
Role Description
This entry-level Relationship Manager position is ideal for someone who wants to build a career in wealth management while providing exceptional support to advisors and clients.
Key Responsibilities
- Serve as primary liaison between clients and head financial advisor.
- Coordinate and prepare materials for client meetings.
- Maintain detailed notes of client interactions in CRM.
Requirements
- 0-2 years of experience in financial services or related field.
- Entry-level position with growth potential.
- Bachelor's degree in Finance, Business, or related field.
- Proficiency with Microsoft Office suite.
- Eagerness to learn and grow in the wealth management industry.
