take incoming calls, wires, emails and faxes. provide customer relations, conflict resolution, trade execution and trade assistance/education.
Pros: constant interaction with clients internal and external, positive work enviroment
Cons: poor team leader management
client relation, conflict resolution, attention to detail, time management, cooperation within department and outside, service targets statistics and standards, industry knowledge up to date, communication and rapport building, technical program knowledge building and sharing. apply Delighting Customer programs - to ensure first contact resolution and happy clients.
Performance driven and insightful Licensed Senior Financial Advisor and Client Relations Specialist in a Head Office environment with a proven ability to meet and exceed all performance standards, development and firm goals in a high volume and dynamic environment