Client Services Representative (Banking) acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Client Services Representative (Banking) processes basic branch service transactions and refers customers to the right resource to facilitate other banking requests. Provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Additionally, Client Services Representative (Banking) requires a high school diploma. Typically reports to a supervisor. The Client Services Representative (Banking) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Client Services Representative (Banking) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Client Relationship Representative -
A growing Wealth Management Firm based in Bedford, NH that provides holistic financial planning services, asset allocation recommendations, and investment implementation for high-net-worth individuals and families is looking to hire a Client Relationship Manager. Its goal is to pilot a personalized financial plan designed with each client’s best interests, unique needs, and long-term objectives in mind. A growing firm with a national client base is looking for the right candidate to work with the team to coordinate all client service activities to deliver the ultimate client experience.
This position is critical to building client advocacy and enduring relationships. This individual will spend the majority of time on client-facing activities so that the financial advisors can focus on client goals.
Responsibilities
Required Qualifications
Preferred Qualifications
Benefits
Job Type: Full-time
Pay: $55,000.00 - $65,000.00 per year
Benefits:
Schedule:
Work Location: In person
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0 Client Services Representative (Banking) jobs found in Manchester, NH area