Client Liaison Team Member
18 hours ago
We are looking for an experienced Sales Administrator to join our team at Aim Personnel Services.
About the Role:This is a fantastic opportunity for someone who is passionate about delivering excellent client service and is looking for a challenging role that will utilize their skills and experience.
- The successful candidate will be responsible for servicing Financial Advisor Offices with any matter relating to our clients' products, processes, transactions, web services, and general queries regarding their clients' investments.
Key Responsibilities:
- Manage the flow of work items, including instructions, queries, and requests
- Resolve rejections via email or telephonically
- Manage exceptions of internal and external stakeholders
- Log and resolve queries, providing feedback as needed
Required Skills and Qualifications:
- Minimum 3 – 5 years of relevant industry experience
- A business-focused degree
- RPE / CFA / CFP will be advantageous
What We Offer:
- Competitive salary package
- Opportunity to work with a reputable company
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