Telecommute Wealth Management Client Advocate

Job is Expired
Location: Nationwide
Compensation: Salary
Reviewed: Wed, Mar 22, 2023

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

COMPLETE JOB DESCRIPTION

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