Customer Experience Program Coordinator supporting hotel onboarding and CX platform usage. Providing system support and training while ensuring outstanding internal customer service.
About the role
- Wealth Investment Support Specialist providing essential operational support to affluent investment clients. Responsible for relationship management, client record maintenance, and administrative support for the wealth management team.
Responsibilities
- Provide in-office support to affluent Investment clients and Centers of Influence
- Deliver essential investment operations support through daily administration of client portfolios
- Prioritize relationship management activities
- Enter and maintain appropriate client records
- Utilize various trust and investment systems for transactions
- Respond to client requests for information
- Support sales and retention efforts by scheduling appointments
- Assist advisors with other administrative functions
- Provide responsive and personal service to Wealth Clients
- Participate in onboarding and training of new teammates
- Assist with special projects for Investment Managers and Wealth Division Support Leader
Requirements
- 3-5+ years as an Investment Support Specialist/Fiduciary Support Specialist
- Knowledge of deposits, loans, banking products, and operating systems related to trusts and estates
- General knowledge of investment products (stocks, bonds, options, derivatives)
- Strong problem-solving skills
- Excellent interpersonal and relationship management skills
- Excellent oral and written communication skills
- Exemplary customer service and professional etiquette skills
- Undergraduate degree (preferred)
- Securities Industry Essentials (SIE) or Trust School Level 1 (preferred)
Benefits
- medical, dental, vision, life insurance
- disability insurance
- accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- at least 10 days of vacation
- 10 sick days
- paid holidays
- potential for defined benefit pension plan
- restricted stock units
- deferred compensation plan
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Chargé de Relation Client à distance pour Kisio Services et Consulting, promouvant l’image des clients et fidélisant la clientèle par des interactions de qualité.
Customer Experience Specialist at TreviPay delivering exceptional service to clients and merchants. First point of contact for inquiries and challenges, ensuring positive customer experience.
Supervising Extended Hours Service operations for Erie Insurance handling claims inquiries. Managing personnel and ensuring efficient service delivery in customer support roles.
Customer Support Representative helping customers with inquiries and feedback in the fintech industry. Providing support through phone, email, and live chat, ensuring customer satisfaction.
Customer Service Consultant providing a link between online and in - store experiences at CarMax. Support customers in their car buying journey through inbound inquiries and sales leads.
Customer Service Consultant providing support to customers in their car buying journey at CarMax. Guiding customers through online and in - store purchasing processes while achieving sales targets.
Customer Service Consultant at CarMax connecting customers to their car purchase needs online and in - store. Providing seamless support throughout the car buying journey in a fast - paced environment.
Sales Support Specialist at BioPlus Specialty Pharmacy assisting with administrative duties and prior authorizations. Triage prescriptions and maintain CRM and EMR for better operational efficiency.
Senior technical professional responsible for advanced software and system support for telecom and cloud - native solutions in a global environment.