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Associate - Client Operations & Admin Support

Category:Contract
Location: Nashville, Tennessee 37238
Posted:Tue, October 08, 2019
Salary:Up to US$0.0 per hour
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URGENT NEED - Associate - Client Operations & Admin Support

Duration: 6-9 months contract
Location: Nashville, TN 37238

Job Description:
The Client Associate services clients and provides operational and administrative support to Financial Advisors.

Key Responsibilities:
* Educate clients on account services and capabilities
* Input data in to financial planning tools
* Assist with the preparation of reports and other materials for client meetings
* Ensure appropriate documentation is collated for new accounts and service requests

Key Deliverables:
* Leverage communications channels to enhance relationships with clients
* Maintain management systems with up to date client information
* Organize logistics for team marketing events and maintain marketing materials
* Provide team with calendar detailing daily, weekly and monthly activities
* Identify service opportunities for clients

Required Experience:
* Client support - operations and administration
* Marketing experience
* Marketing in Financial services industry experience preferred

Experis is an Equal Opportunity Employer (EOE/AA)

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