On Demand Client Services Executive managing all aspects of client journeys in private aviation. Handling high - pressure environments and communicating with confidence in a fast - paced global team.
About the role
- Client Services Associate II promoting advisory services and building client relationships. Collaborating with investment advisors to enhance sales and resolve service issues.
Responsibilities
- Partner with investment advisors to increase sales, maintain client support, and resolve service issues
- Manage all aspects of client service, from communication to issue resolution and back-office processing
- Assist in preparing for client and prospect meetings
- Ensure the office meets all regulatory compliance requirements
- Coordinate and implement seminars, sales campaigns, and branch trainings
- Establish brokerage accounts and resolve account problems
Requirements
- Active Series 7 and Series 63/66 licenses preferred
- Bachelor’s degree preferred or equivalent work experience
- Detail-Oriented: Ability to manage multiple priorities accurately and efficiently
- Self-Motivated: Works independently and takes initiative
- Problem-Solving: Strong analytical skills to identify and resolve issues effectively
- Industry Knowledge: Commitment to staying current with regulatory and industry changes
- Communication: Exceptional verbal and written communication skills
- Customer Service: Proven ability to deliver outstanding client service and build relationships.
Benefits
- Must be able to pass a criminal background & credit check
Job title
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