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Client Support Professional
1 week ago
This role requires a skilled professional to provide exceptional client support, drive business growth, and exceed client expectations.
Main Responsibilities- Develop and maintain a deep understanding of investment and financial planning strategies for high-net-worth clients, juristic entities, and individuals.
- Conduct thorough portfolio reviews, documenting advice and recommendations to inform clients' investment decisions.
- Analyze financial data using advanced planning software to develop tailored solutions for clients.
- Deliver personalized service, addressing client needs with timely and effective solutions that meet their expectations.
- Cultivate long-term relationships by providing expert guidance and education on account management and self-service options.
- Foster trust and confidence through knowledgeable client service and proactive issue resolution.
- Determine client needs through empathetic understanding and targeted financial solutions.
- Offer holistic financial guidance, advising clients on achieving their goals and growth opportunities.
- Prioritize client requests, escalating complex issues to ensure prompt resolution.
- Identify cross-selling opportunities through quality conversations and client engagement.
- Serve as a key facilitator in the sales process, briefing clients on product features and benefits.
- Document client needs analysis and provide suitable financial product solutions.
- Encourage referrals from satisfied clients and leads from other business units.
- Maintain open communication, keeping clients informed of progress or action taken regarding their applications, queries, and requests.
- Educate clients on alternative channels, emphasizing convenience, security, and time-saving benefits.
- Collaborate with internal stakeholders to deliver comprehensive solutions and enhance client satisfaction.
- Provide input into client financial analysis, recommending credit approvals and monitoring security documentation returns.
- Identify and suggest process enhancements, systems improvements, and policy updates.
