Job Summary
A financial services company needs applicants for an opening for a Telecommute Wealth Management Client Advocate.
Must be able to:
- Build strong working relationships to address and support client needs
- Drive timely resolution of client inquiries and fulfill customized reporting requests
- Utilize multiple administrative interfaces to manage inventory
Must meet the following requirements for consideration:
- 2 years of client service or Group Employee Benefits industry experience
- Client-centric enthusiasm and ability to provide best in class service
- Adaptability to evolving client and business needs
- Excellent verbal and written communication skills.
- Strong problem-solving skills to support continuous improvement of client experiences
