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Senior Client Services Representative
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- The Client Care Specialist is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs.
- They are the point of contact for Clients, and a liaison between Client and Advisor relations.
- Oversee and manage all follow up with the Advisor, paraplanner, and/or clients for the next steps.
- Work with the paraplanner to have all file prep ready in a timely and thorough manner.
- Produce weekly reporting to the Advisor, and to the supervisor as needed.
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