Client Management Associate

Position Purpose

Client Management Associates are responsible for responding to client inquiries in an accurate and timely manner through phones, chats or emails. Associates accurately apply procedural knowledge and guidelines to client calls, chats & emails while developing and managing client relationships.

Responsibilities

Primary duties will include:

• Handle incoming trading inquiries and client issues via phone, email and live, interactive chat.
• Provide client support by answering inbound phone calls and/or e-mail regarding accounts, policies, services and available products.
• Engage client in meaningful dialogue and identify unstated needs or financial goals that may be achieved by further utilizing company services, products or tools.
• Facilitate inbound/outbound opening of new accounts for potential clients who already indicated interest in our platform and provide support for existing customers.
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