Employee Relations Manager driving wellness objectives and KPIs at BBVA. Leading wellness proposals and maintaining employee retention mechanisms in Peru.
About the role
- Associate Client Relationship Manager at Lido Advisors, enhancing client experience in wealth management. Managing onboarding and providing exceptional client service in a fast-paced environment.
Responsibilities
- Manage onboarding of new client accounts
- Liaise with custodian partners and internal departments
- Assist with preparation of alternative investment paperwork
- Provide exceptional client service by responding to client requests
- Maintain detailed client records across firm relationship management systems
- Support team’s overall strategy by preparing reports
Requirements
- Bachelor’s degree
- Minimum of 1 year of professional experience in a client support service role
- Series 65 or 66 required, or must be attained
- Strong attention to detail
- Exceptional interpersonal and client service skills
- Superior verbal and written communication skills
- Experience with Excel/Word/Outlook/Salesforce/PowerPoint
Benefits
- Flexible work environment
- Personal and professional growth
- Culture of supporting each other and communities
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